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50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-08-13 |
| NC | RA | APPROVED | 2019-08-07 |
| GA | RA | APPROVED | 2019-01-02 |
| AZ | RA | APPROVED | 2018-10-10 |
| CT | RA | APPROVED | 2018-09-17 |
Branch Locations
2 Old New Milford Road Suite 3F, Brookfield, CT 06804 • United States
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Brookfield | CT | 12/2003 | 07/2018 |
| Westminster Financial Securities, Inc. | Dayton | OH | 09/2018 | Present |
| Unemployed | Brookfield | CT | 07/2018 | 09/2018 |
1)ADVANCED FINANCIAL ADVISORS LLC., 2 OLD NEW MILFORD ROAD SUITE 3F, BROOOKFIELD, CT 06804 CATEGORY INSURANCE, INVESTMENT-RELATED. YES TITLE: AGENT START DATE: 12/2003 DUTIES: OFFERS ACCIDENET/HEALTH INSURANCE, DISABILITY INSURANCE, FIXED/INDXED ANNUITES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS. HOURS PER MONTH:1 HOURS PER MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-23 |
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