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Patrick Brennan Smiley

W&S Brokerage Services, Inc.

Longwood, FL

Cincinnati, OH

CRD 8240701

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Employer firm

W&S Brokerage Services, Inc. CRD 8099

$257M regulatory AUM 772 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
W&S Brokerage Services, Inc.

400 Broadway, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-28
  • OH RA
    APPROVED
    Since 2026-08-28

Branch Locations

Longwood, FL • United States

400 Broadway, Cincinnati, OH 45202 • 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
Western & Southern Life Maitland FL 08/2024 Present
Unemployed Kissimmee FL 05/2024 08/2024
Hankook Tire North American Corp Nashville TN 05/2023 05/2024
Full Time Student Nashville TN 01/2016 05/2023
W&S Brokerage Services, Inc Maitland FL 03/2026 Present
  • 08/2024 → Present
    Western & Southern Life
    Maitland, FL
  • 05/2024 → 08/2024
    Unemployed
    Kissimmee, FL
  • 05/2023 → 05/2024
    Hankook Tire North American Corp
    Nashville, TN
  • 01/2016 → 05/2023
    Full Time Student
    Nashville, TN
  • 03/2026 → Present
    W&S Brokerage Services, Inc
    Maitland, FL
Other Businesses

Western & Southern Life - No - Maitland, FL - Full-Time Sales Agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-05
  • S65 Uniform Investment Adviser Law Examination
    2026-08-05

View on SEC IAPD

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