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400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-12-01 |
| AZ | RA | APPROVED | 2023-03-21 |
| TX | RA | APPROVED | 2023-03-01 |
| CA | RA | APPROVED | 2022-05-14 |
Branch Locations
15373 Innovation Drive Suite 253, San Diego, CA 92128-3428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | La Jolla | CA | 10/2016 | 11/2018 |
| Mml Investors Services | La Jolla | CA | 04/2017 | 11/2018 |
| Knights Of Columbus | Ontario | CA | 10/2013 | 10/2016 |
| State Farm Insurance | Temecula | CA | 11/2018 | 04/2019 |
| Earl G Seitz Insurance Agency | Moreno Valley | CA | 05/2019 | 02/2020 |
| State Farm Vp Management Corp | Moreno Valley | CA | 07/2019 | 02/2020 |
| Goosehead Insurance Agency | Temecula | CA | 04/2020 | 10/2021 |
| Peak American Investment Advisors, Inc. | Plano | TX | 10/2021 | 02/2022 |
| Peak American Financial Group, Inc. | Plano | TX | 10/2021 | 02/2022 |
| Western Southern Life | San Diego | CA | 02/2022 | Present |
| W&S Brokerage Services | Cincinnati | OH | 02/2022 | Present |
WESTSTERN SOUTHERN LIFE- NO-SAN DIEGO, CA- FULL TIME SALES MANAGER 1: Earl & Cheri Seitz; Not Investment-Related; 731 FM 958, Yaokum TX 77995; Cattle Ranch; 100% Owner; 10/14/1994; 5-Hours Per Month Devoted; 0-During Trading Hours; Sole Proprietorship Of Working Cattle Ranch.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-02 |
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