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50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-01-06 |
| GA | RA | APPROVED | 2024-07-18 |
| FL | RA | APPROVED | 2024-05-06 |
| VT | RA | APPROVED | 2024-05-06 |
| PA | RA | APPROVED | 2022-07-05 |
| MA | RA | APPROVED | 2021-07-13 |
| CT | RA | APPROVED | 2002-09-26 |
Branch Locations
433 South Main Street Suite 305, West Hartford, CT 06110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Services Of Hartford, Inc. | West Hartford | CT | 08/1987 | Present |
| Westminster Financial Securities, Inc. | Vandalia | OH | 10/2000 | Present |
Medicare Advantage Plan and Medicare Supplement plan sales, not investment related, 433 S. Main St., Ste 305 West Hartford, CT 06110, selling Medicare Advantage plans Medicare Supplemental plans and Medicare Prescription D plans, head of marketing and sales as insurance agent with AHIP certification, start date 6/1/2025, 15 hours a week of that 10 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-28 |
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