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Westminster Financial Advisory Corp CRD 110283
$1.36B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-18 |
| VA | RA | APPROVED | 2010-08-20 |
Branch Locations
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Hudson, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westminster Financial Securities, Inc. | Vandalia | OH | 05/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-03 |
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