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50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-08 |
| NY | RA | APPROVED | 2025-07-08 |
| NM | RA | APPROVED | 2020-05-22 |
| WA | RA | APPROVED | 2018-05-07 |
| IL | RA | APPROVED | 2017-08-31 |
| NJ | RA | APPROVED | 2017-07-07 |
| DE | RA | APPROVED | 2017-04-10 |
| PA | RA | APPROVED | 2012-07-16 |
| FL | RA | APPROVED | 2009-05-19 |
| DC | RA | APPROVED | 2009-04-30 |
| MD | RA | APPROVED | 2009-04-01 |
| VA | RA | APPROVED | 2009-04-01 |
Branch Locations
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westminster Financial Securities, Inc. | Vandalia | OH | 03/2009 | Present |
| Westminster Financial Advisory Corporation | Vandalia | OH | 03/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-15 |
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