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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-12-19 |
Branch Locations
210 East Broad St., Suite 102, Reston, VA 22046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westminster Financial Securities, Inc | Dayton | OH | 11/2007 | 02/2020 |
| Potomac Financial Services, Inc. | Reston | VA | 02/2020 | Present |
| Westminster Financial Securities, Inc | Dayton | OH | 11/2007 | 02/2020 |
| Westminster Financial Securities, Inc | Dayton | OH | 11/2007 | 02/2020 |
| Pensionmark Financial Group | Santa Barbara | CA | 12/2023 | Present |
1. Nabti Financial Services; Non-Investment Related; 11874 Sunrise Valley Drive, Suite 201,Reston, VA 20191 ; Life, Health & Annuities; Insurance Agent; 10/12/2015; 5 hours per month; 5 hours during trading hours; Servicing of Term Life, Health & Fee-Based Variable Annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-26 |
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