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Westminster Financial Advisory Corp CRD 110283
$1.36B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-30 |
| NJ | RA | APPROVED | 2026-02-23 |
| MD | RA | APPROVED | 2026-02-12 |
| PA | RA | APPROVED | 2026-02-12 |
| WA | RA | APPROVED | 2022-09-26 |
| AL | RA | APPROVED | 2020-08-17 |
| IL | RA | APPROVED | 2015-02-19 |
| OH | RA | APPROVED | 2013-11-26 |
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 | Vandalia | OH | 11/2013 | Present |
| Westminster Financial Advisory | Vandalia | OH | 11/2013 | Present |
Westminster Financial Advisory Corp, investment-related, 40 N. Main Street Suite 2400 Dayton, OH 45423, IAR,20 hours a week during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-30 |
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