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50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-18 |
| NV | RA | APPROVED | 2024-09-04 |
| NC | RA | APPROVED | 2024-08-30 |
| IN | RA | APPROVED | 2024-08-29 |
| OH | RA | APPROVED | 2024-08-29 |
| ME | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED_RES | 2024-08-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Medina | OH | 03/2011 | 11/2017 |
| Mml Investors Services | Medina | OH | 03/2011 | 11/2017 |
| Lincoln Financial Advisors Corporation | Medina | OH | 11/2017 | 08/2024 |
| Westminster Financial Securities, Inc. | Medina | OH | 08/2024 | Present |
1) WILLIAM CROZIER 3637 MEDINA ROAD, SUITE 334 RESERVE PARK I MEDINA, OH 44256 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE START DATE: 11/10/2017 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-08 |
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