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50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-30 |
| NC | RA | APPROVED | 2024-05-08 |
| CA | RA | APPROVED | 2024-01-25 |
| CO | RA | APPROVED | 2024-01-25 |
| FL | RA | APPROVED | 2024-01-25 |
| MD | RA | APPROVED | 2024-01-25 |
| SC | RA | APPROVED | 2024-01-25 |
| VT | RA | APPROVED | 2024-01-25 |
| NJ | RA | APPROVED | 2023-07-24 |
| ME | RA | APPROVED | 2017-05-05 |
| NH | RA | APPROVED | 2017-02-23 |
| MA | RA | APPROVED | 2010-03-01 |
Branch Locations
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
166 N. Main Street, Ste 7A, Andover, MA 01810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westminster Financial Advisory Corporation | Vandalia | OH | 02/2010 | Present |
| Westminster Financial Securities, Inc. | Vandalia | OH | 02/2010 | Present |
- Haverhill High School, not investment related, 4 Summer St. Haverhill, MA 01830, JV Hockey Coach, 12 hours a month for the 3 months of hockey season, 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-14 |
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