Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Broadway Suite 1100, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-16 |
| CA | RA | APPROVED | 2026-01-16 |
| VA | RA | APPROVED | 2026-01-14 |
| NC | RA | APPROVED | 2026-01-13 |
| OH | RA | APPROVED | 2026-01-13 |
Branch Locations
4230 State Route 306 Ste 300, Willoughby, OH 44094 • United States
400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-28 |
| VA | RA | APPROVED | 2024-10-17 |
| NC | RA | APPROVED | 2023-01-10 |
| AL | RA | APPROVED | 2022-12-01 |
| CA | RA | APPROVED | 2022-06-10 |
| WV | RA | APPROVED | 2022-05-16 |
| FL | RA | APPROVED | 2022-04-28 |
| OH | RA | APPROVED | 2018-09-10 |
Branch Locations
4230 State Route 306 Suite 300, Willoughby, OH 44094 • United States
6100 Oak Tree Blvd Suite 390, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Willoughby | OH | 01/2008 | Present |
| W&S Brokerage Services | Cincinnati | OH | 04/2008 | Present |
WESTERN SOUTHERN LIFE- NO- WILLOUGHBY, OH- FULL TIME SALE AGENT /// IBB-WS LLC, RENTAL PROPERTY, OWNER, MONTHLY RENTAL INCOME./// TEAM IBB,LLC -LEADERSHIP & MOTIVATIONAL SPEAKING, COMMUNITY EVENTS- CO-OWNER/ CO-FOUNDER- NO COMPENSATION RECEIVED/// TEAM IBB, LLC- KIRTLAND, OH- PASSIVE INCOME, ONLINE BOOK PUBLISHED "IT STARTS WITH A PLAN"-NO- OWNER-2017-1-0-COMMISSION PER BOOK SOLD ONLINE-FILE TAX RETURN ONCE PER YEAR// IBB, INC.; NOT INVESTMENT RELATED; KIRKLAND, OH; OWNER; NO HOURS DEVOTED; CURRENTLY NOT AN ACTIVE BUSINESS; EXISTS IN NAME ONLY///Lake Erie College, Teacher Leadership essentials not investment related, 6/26/2023 12hrs per month ///TOMMY DEROIA FOUNDATION, AURORA OH, NON-PROFIT - FUNDRAISES & EDUCATION AWARENESS REGARDING ADDICTION, 03/24/24, 4HRS PER MONTH, NOT INVESTMENT RELATED, VOLUNTEER///W&S ADVISORY SERVICES, LLC; 4230 State Route 306 Suite 300 Willoughby, OH 44094; FINANCIAL PLANNING SERVICES; START DATE 1/13/2026; FULL-TIME FINANCIAL PLANNER
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-24 |
Reach out to this advisor