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Horacio John Woolcott

Westminster Financial Advisory Corp

Franklin, TN

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Current Employers
Westminster Financial Advisory Corp

50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-07-31
OH RA APPROVED 2026-07-28
TX RA APPROVED_RES 2026-07-28
CA RA APPROVED 2026-07-27
TN RA APPROVED 2026-07-27
  • NE RA
    APPROVED
    Since 2026-07-31
  • OH RA
    APPROVED
    Since 2026-07-28
  • TX RA
    APPROVED_RES
    Since 2026-07-28
  • CA RA
    APPROVED
    Since 2026-07-27
  • TN RA
    APPROVED
    Since 2026-07-27

Branch Locations

9000 Carothers Parkway, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Columbus OH 02/2022 06/2022
Cardinal Financial Advisers Columbus OH 07/2021 06/2022
Denison University Granville OH 08/2017 06/2021
Safeway Walnut Creek OH 04/2020 08/2020
Adb Safegate Columbus OH 05/2019 08/2019
Piedmont High School Piedmont CA 07/2013 07/2017
Eagle Strategies Llc Columbus OH 06/2022 06/2022
Sanford C. Bernstein & Co., Llc Nashville TN 06/2022 07/2026
Westminster Financial Companies Beavercreek OH 07/2026 Present
  • 02/2022 → 06/2022
    Nylife Securities Llc
    Columbus, OH
  • 07/2021 → 06/2022
    Cardinal Financial Advisers
    Columbus, OH
  • 08/2017 → 06/2021
    Denison University
    Granville, OH
  • 04/2020 → 08/2020
    Safeway
    Walnut Creek, OH
  • 05/2019 → 08/2019
    Adb Safegate
    Columbus, OH
  • 07/2013 → 07/2017
    Piedmont High School
    Piedmont, CA
  • 06/2022 → 06/2022
    Eagle Strategies Llc
    Columbus, OH
  • 06/2022 → 07/2026
    Sanford C. Bernstein & Co., Llc
    Nashville, TN
  • 07/2026 → Present
    Westminster Financial Companies
    Beavercreek, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-13
  • S66 Uniform Combined State Law Examination
    2022-05-13
Other Names
  • Jack Woolcott

View on SEC IAPD

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