Joshua Joseph curtis White
Investment adviser representative at W&s Brokerage Services, Inc.
10 yearsExperience
1 stateRegistered in
$257.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- W&s Brokerage Services, Inc.Sep 2024 to now
- Western & Southern LifeJul 2024 to now
- Joe's Hvac and RefridgerationMay 2023 to Jun 2024
- Deer Creek State Park MarinaApr 2021 to Sep 2022
- Bp Gas StationOct 2020 to Mar 2021
- Columbus State Community College /franklin UniversityAug 2020 to Jun 2024
- Westfall High SchoolAug 2018 to Jul 2020
- Madison Plains High SchoolAug 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
W&s Brokerage Services, Inc.
$257.2MAssets managed
772Clients
91Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7991494
- Firm CRD
- 8099