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50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-30 |
| WV | RA | APPROVED | 2026-04-21 |
| IN | RA | APPROVED | 2026-04-14 |
| KY | RA | APPROVED | 2026-04-14 |
| MD | RA | APPROVED | 2026-04-14 |
| MI | RA | APPROVED | 2026-04-14 |
| MO | RA | APPROVED | 2026-04-14 |
| PA | RA | APPROVED | 2026-04-14 |
| SC | RA | APPROVED | 2026-04-14 |
| CT | RA | APPROVED | 2026-03-10 |
| OH | RA | APPROVED | 2003-01-22 |
Branch Locations
8111 Timberlodge Trail, Dayton, OH 45458 • United States
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
8111 Timberlodge Trail, Dayton, OH 45458-2103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-22 |
| OH | RA | APPROVED | 2004-08-11 |
Branch Locations
8111 Timberlodge Trail, Dayton, OH 45458-2103 • United States
8111 Timberlodge Trail, Dayton, OH 45458-2103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westminster Financial Securities, Inc. | Dayton | OH | 01/1987 | Present |
AGENT FOR WESTMINSTER FINANCIAL AGENCIES, INC. AND ASSOCIATED WITH WESTMINSTER FINANCIAL ADVISORY, INC. TUDOR FINANCIAL, FINANCIAL PLANNING AND ASSET MANAGEMENT FOR FEES. JACKSON NATIONAL, ISSUE INSURANCE, BANNER INSURANCE, PRUDENTIAL, METLIFE, INSURANCE SALES, COMMISSION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-14 |
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