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50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-28 |
| WV | RA | APPROVED | 2021-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Helmick & Associates Inc | Elkins | WV | 03/1986 | Present |
| Innovative Insurance & Investments | Elkins | WV | 03/1991 | Present |
| Westminster Financial Securities, Inc. | Elkins | WV | 05/1999 | Present |
1/3 owwner of W.H. Mint, LLC a company formed to own and manage real estate. It also owns and operates an ice cream truck. 1/4 owner of Master Charles LLC a company formed to own and manage a rental property. MTN, LLC and partnership with Cliff Marstiller to own and manage rental properties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-25 |
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