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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
| LA | RA | APPROVED | 2023-10-27 |
| TX | RA | APPROVED_RES | 2018-04-06 |
| OH | RA | APPROVED | 2015-06-02 |
Branch Locations
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
700 Taylor Road Suite 170, Gahanna, OH 43230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keystone Financial Group (D.b.a. For Advisory Business) | Columbus | OH | 11/2011 | Present |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 05/2015 | Present |
1) Brian Minier is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Minier spends approx. 10 hrs/week during trading hours on this activity. 2) Brian Minier works with the local chapter of the American Financial Education Alliance (AFEA). Mr. Minier conducts several seminars per month to help eliminate financial illiteracy as part of his marketing efforts. Mr. Minier spends approximately four hours per month on this activity during non-trading hours. There are no product sales or company names mentioned at these seminars. 3) Brian Minier is a owner and board member of BFM Financial Services LLC, out of Gahanna, OH. Brian spends approximately 20 hours per month outside of securities trading hours, and approximately 25 hours per month during securities trading hours on this business investment-related activity. 4) Brian Minier is a partner in Keystone Financial Group, LLC which is the operating entity for Mr. Minier's advisory and insurance business and the dba he uses to promote his advisory activities. Mr. Minier spends approximately forty hours per week during trading hours working under this entity. 5) Brian Minier serves as a board member of Grace Fellowship Church of Pickerington, OH. Brian spends approximately 3 hours per month outside of securities hours and 0 hours per month during securities trading hours on this activity. This is not an investment-related activity. 6) Brian Minier is on the board of directors at Encompass World Partners, a global missions organization located in Doraville, GA. Brian spends approximately 2 hours per month outside of securities trading hours and 0 hours per month during securities trading hours on this activity. This is not an investment-related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-16 |
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