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50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2025-04-30 |
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 | 01/2012 | Present |
| Westminster Financial | Beavercreek | OH | 01/2025 | Present |
| Bakery Agency | Austin | TX | 01/2022 | 01/2025 |
| Somnio | Austin | TX | 09/2021 | 01/2022 |
| Unemployed | Austin | TX | 07/2020 | 09/2021 |
| Helo Digital | Austin | TX | 12/2020 | 07/2021 |
| Razorfish | Austin | TX | 01/2020 | 12/2020 |
| Publicis Sapient | Autin | TX | 01/2019 | 12/2019 |
| Proof Advertising | Austin | TX | 08/2017 | 01/2019 |
| Unemployed | Austin | TX | 05/2017 | 08/2017 |
| Fahlgren Mortine | Columbus | OH | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-30 |
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