Best Investors Account Sign in
Current Employers
W&S Advisory Services, Llc

303 Broadway Suite 1100, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-26
  • OH RA
    APPROVED
    Since 2025-12-26

Branch Locations

303 Broadway Suite 1100, Cincinnati, OH 45202 • United States

W&S Brokerage Services, Inc.

400 Broadway, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-10-23
  • OH RA
    APPROVED
    Since 2018-10-23

Branch Locations

303 Broadway 16Th Floor, Cincinnati, OH 45202 • United States

Touchstone Advisors Inc

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2013-09-11
  • OH RA
    APPROVED
    Since 2013-09-11

Branch Locations

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • 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
Ifs Financial Services Inc Cincinnati OH 08/2013 Present
Touchstone Securities Inc Cincinnati OH 08/2013 Present
  • 08/2013 → Present
    Ifs Financial Services Inc
    Cincinnati, OH
  • 08/2013 → Present
    Touchstone Securities Inc
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-11-01
S65 Uniform Investment Adviser Law Examination 1997-08-06
  • S63 Uniform Securities Agent State Law Examination
    2013-11-01
  • S65 Uniform Investment Adviser Law Examination
    1997-08-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor