Best Investors Account Sign in

Jacob Quincy White

W&S Brokerage Services, Inc.

Daniel Island, SC

Claim This Profile
Current Employers
W&S Brokerage Services, Inc.

400 Broadway, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-05-31
  • SC RA
    APPROVED
    Since 2023-05-31

Branch Locations

115 Central Island Street Suite 190, Daniel Island, SC 29492-7320 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
W&S Brokerage Services Cincinnati OH 09/2022 Present
Western And Southern Life Daniel Island SC 08/2022 Present
Tjx Companies Summerville SC 10/2019 07/2022
Unemployed Summerville SC 07/2019 09/2019
Dicks Sporting Goods Summerville SC 10/2011 06/2019
  • 09/2022 → Present
    W&S Brokerage Services
    Cincinnati, OH
  • 08/2022 → Present
    Western And Southern Life
    Daniel Island, SC
  • 10/2019 → 07/2022
    Tjx Companies
    Summerville, SC
  • 07/2019 → 09/2019
    Unemployed
    Summerville, SC
  • 10/2011 → 06/2019
    Dicks Sporting Goods
    Summerville, SC
Other Businesses

Western and Southern Life- No - Daniel Island, SC Full Time Sales Agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-23
S63 Uniform Securities Agent State Law Examination 2022-10-29
  • S65 Uniform Investment Adviser Law Examination
    2023-05-23
  • S63 Uniform Securities Agent State Law Examination
    2022-10-29

View on SEC IAPD

Other Firms

CURRAN FINANCIAL PARTNERS, LLC
LPL FINANCIAL LLC
EAGLES COAST WEALTH MANAGEMENT, LLC
INCOME GROWTH ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
SHERMAN FINANCIAL & WEALTH MANAGEMENT
CARSWELL INVESTMENTS, LLC

Other Investors

CHRISTINE MARIE KRIEGL
Colin Stewart
Joseph Michael Iafelice
Kaylee Jade Urbanek
John Lennox Cummings
Maxwell Anton Blumberg
ADAM BRENNEN CURRAN
DAVID COORS SHEAFFER

Other Offices

CURRAN FINANCIAL PARTNERS, LLC · DANIEL ISLAND, SC
LPL FINANCIAL LLC · DANIEL ISLAND, SC
EAGLES COAST WEALTH MANAGEMENT, LLC · DANIEL ISLAND, SC
INCOME GROWTH ADVISORS, LLC · CHARLESTON, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CHARLESTON, SC
CETERA INVESTMENT ADVISERS LLC · DANIEL ISLAND, SC
CETERA INVESTMENT ADVISERS LLC · DANIEL ISLAND, SC
SHERMAN FINANCIAL & WEALTH MANAGEMENT · DANIEL ISLAND, SC

More in Daniel Island, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor