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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-15 |
Branch Locations
11 Centre Park Suite 303, Rochester, NY 14614 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
2 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 |
|---|---|---|---|---|
| Resources Investment Advisors, Llc | Overland Park | KS | 04/2021 | Present |
| Westminster Consulting | Rochester | NY | 02/2008 | Present |
1) WESTMINSTER FINANCIAL, LLC- 350 LINDEN OAKS. ROCHESTER, NY (585)387-1561 -- PARTNER. PROSPECTING AND CONSULTING. START DATE: 5/1/05. 2)FCRC APPS, LLC (NON-INVESTMENT RELATED), 350 LINDEN OAKS, ROCHESTER, NY 14625; PARTNER; START DATE: 1/15/10; 10 HR/WK, 5 HR DURING SECURITIES TRADING HRS; DEVELOPMENT AND MARKETING OF A WEB-BASED APPLICATION. 2) ST. PETER'S KITCHEN, INC- 687 BROWN STREET. ROCHESTER, NY (585)235-6511 -- VICE PRESIDENT/TRESASURER. SOUP KITCHEN. NOT FOR PROFIT. ATTENDING QUATERLY MEETINGS. START DATE: 3/1/06. 1 HOUR/MONTH. 3) WESTMINSTER CONSULTING, CONSULTANT, 350 LINDEN OAKS ROCHESTER NY 14625, PH 585-381-1861 START DATE 1/1/06 TOTAL HRS MO. 80
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-22 |
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