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Current Employers
W&S Brokerage Services, Inc.

400 Broadway, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-06-12
  • MI RA
    APPROVED
    Since 2026-06-12

Branch Locations

Northfield Plaza 5700 Crooks Road, Suite 350, Troy, MI 48098 • 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
Life Time Rochester Hills MI 04/2018 08/2023
United States Tennis Association Midwest Section Shelby Township MI 10/2017 04/2018
Life Time Rochester Hills MI 03/2014 10/2017
Thrivent Investment Management Inc. Detroit MI 03/2023 03/2024
Thrivent Financial Appleton WI 08/2023 02/2024
Thrivent Financial Appleton WI 02/2024 03/2024
Cuso Financial Services, Lp San Diego CA 03/2024 05/2025
Lpl Financial Llc Auburn Hills MI 05/2025 05/2026
W&S Brokerage Services, Inc. Troy MI 06/2026 Present
Western Southern Life Troy MI 06/2026 Present
  • 04/2018 → 08/2023
    Life Time
    Rochester Hills, MI
  • 10/2017 → 04/2018
    United States Tennis Association Midwest Section
    Shelby Township, MI
  • 03/2014 → 10/2017
    Life Time
    Rochester Hills, MI
  • 03/2023 → 03/2024
    Detroit, MI
  • 08/2023 → 02/2024
    Thrivent Financial
    Appleton, WI
  • 02/2024 → 03/2024
    Thrivent Financial
    Appleton, WI
  • 03/2024 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2025 → 05/2026
    Auburn Hills, MI
  • 06/2026 → Present
    Troy, MI
  • 06/2026 → Present
    Western Southern Life
    Troy, MI
Previous Registrations
  • 2025-05-15 → 2026-06-04
    Perrysburg, OH
    Troy, MI
    Macomb, MI
    Auburn Hills, MI
  • 2024-03-25 → 2025-05-15
    Cuso Financial Services, L.P.
    Auburn Hills, MI
  • 2023-10-09 → 2024-03-26
    Detroit, MI
    Minneapolis, MN
Other Businesses

Western Southern Life - NO - Troy, MI - Full Time Sales Agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-06
  • S66 Uniform Combined State Law Examination
    2023-10-06

View on SEC IAPD

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