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12B N. Congress Street, York, SC 29745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-31 |
| PA | RA | APPROVED | 2021-11-18 |
| TX | RA | APPROVED_RES | 2019-12-05 |
| FL | RA | APPROVED | 2014-10-02 |
| SC | RA | APPROVED | 2014-09-18 |
| NC | RA | APPROVED | 2013-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Financial Resources | Wilkesboro | NC | 09/2001 | Present |
| Westminster Financial Securities | Vandalia | OH | 08/2001 | Present |
Registered representative of Westminster Financial Securities, Inc. 40 North Main Street, Suite 2400 Dayton, OH 45423 approx. 5 hours a week. Investment advisory representative of Concorde Financial Resources, LLC 1702 West US Hwy 421, Suite P Wilkesboro, NC 28697 approx. 35 hours a week. Life insurance agent currently she is not appointed with a company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-28 |
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