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50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-02 |
| AZ | RA | APPROVED | 2026-02-20 |
| IL | RA | APPROVED | 2025-12-05 |
| ME | RA | APPROVED | 2022-10-11 |
| KY | RA | APPROVED | 2022-10-07 |
| WA | RA | APPROVED | 2019-10-14 |
| RI | RA | APPROVED | 2019-09-10 |
| OH | RA | APPROVED | 2015-09-28 |
| MI | RA | APPROVED | 2015-08-17 |
Branch Locations
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westminster Financial Advisory Corporation | Vandalia | OH | 06/2009 | Present |
| Westminster Financial Securities, Inc. | Vandalia | OH | 06/2009 | Present |
SELF EMPLOYED - ACCOUNTING AND TAX PREP SERVICES. NON-INVESTMENT RELATED. 28851 LEAMINGTON DR, FARMINGTON HILLS, MI 48334 8 HOURS/MONTH. NO HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-10 |
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