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50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-08 |
| SC | RA | APPROVED | 2020-12-09 |
| IL | RA | APPROVED | 2020-07-27 |
| FL | RA | APPROVED | 2019-08-20 |
| AZ | RA | APPROVED | 2018-10-02 |
| NC | RA | APPROVED | 2017-07-10 |
| VA | RA | APPROVED | 2017-05-22 |
| IN | RA | APPROVED | 2017-01-09 |
| OH | RA | APPROVED | 2017-01-03 |
Branch Locations
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitehall Financial Services | Sharonville | OH | 08/2006 | 12/2016 |
| Kms Financial Services, Inc | Seattle | WA | 07/2010 | 11/2016 |
| Westminster Financial Securities | Dayton | OH | 11/2016 | Present |
INSURANCE - NON-INVESTMENT RELATED - SAME ADDRESS - INSURANCE - AGENT/CONTRACTOR - 2006 - 5 HRS/MO - NONE DURING TRADING - LTC, SPDA, TERM AND OTHER INSURANCE PRODUCT SALES AND SERVICE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-29 |
| S65 | Uniform Investment Adviser Law Examination | 1993-06-29 |
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