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50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| MA | RA | APPROVED | 2016-07-12 |
| OH | RA | APPROVED | 2014-09-02 |
Branch Locations
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westminster Financial Securities, Inc. | Vandalia | OH | 10/2002 | Present |
Westminster Financial Securities, Inc. - Investment related - 40 N. Main Street Suite 2400, Dayton, OH 45423 - CCO - 20 hours a week. Westminster Financial Advisory - Investment related - 40 N. Main Street Suite 2400, Dayton, OH 45423 - CCO - 10 hours a week. Concorde Financial Resources - Investment related - Wilkesboro North Carolina - CCO - 10 Hours a week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-25 |
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