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LS

Leila K. Shuminer

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CRD#: 423022
LS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Leila Kay Shuminer was a registered financial professional .

Leila is a previously registered financial professional and started their career in finance in 1972. Leila had worked at 13 firms and has passed the Series 63, PC, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 6, 2010 - September 16, 2014

WESTMINSTER FINANCIAL SECURITIES, INC.

BD
CRD#: 20677
MIAMI BEACH, FL
Past

October 28, 2004 - March 22, 2010

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
MIAMI BEACH, FL
Past

November 19, 2001 - November 3, 2004

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

August 31, 2001 - November 26, 2001

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

January 4, 1990 - August 31, 2001

SSI SECURITIES CORP.

BD
CRD#: 8275
BOCA RATON, FL
Past

March 23, 1984 - December 22, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 1, 1982 - March 29, 1984

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

July 27, 1979 - February 23, 1982

PERSHING LLC

BD
CRD#: 7560
Past

March 21, 1979 - August 24, 1979

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

January 18, 1978 - April 21, 1979

LOEB PARTNERS

BD
CRD#: 7534
Past

January 4, 1977 - April 21, 1979

LOEB RHOADES & CO. INC.

BD
CRD#: 7502
Past

June 12, 1973 - April 21, 1979

LOEB, RHOADES & CO. INC.

BD
CRD#: 525
Past

April 11, 1972 - April 15, 1973

DUPONT GLORE FORGAN INCORPORATED

BD
CRD#: 325

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/10/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 9/7/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 3/25/1972
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


WF
WESTMINSTER FINANCIAL SECURITIES, INC.
BRAZIE & COMPANY, INC. | WESTMINSTER FINANCIAL SECURITIES, INC. | BRAZIE FINANCIAL SERVICES, INC. | BRAZIE FINANCIAL SECURITIES, INC.

CRD#: 20677 / SEC#: , 8-38426

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
50 Chestnut Street Suite A-200, Beavercreek, OH 45440
Mailing Address
50 Chestnut Street Suite A-200, Beavercreek, OH 45440
Phone number
(937) 898-5010
Established
Ohio since 07/23/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WESTMINSTER FINANCIAL COMPANIES, INC.HOLDING COMPANY
STAGER, KIRK WILSONCEO2785614
STAGER, KIRK WILSONPRESIDENT2785614
SWEENEY, ANGELA C.FINOP,CFO4036900
TRUNCK, JESSICA MARIECHIEF COMPLIANCE OFFICER4561886

Disclosures


Regulatory Event3
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WESTMINSTER FINANCIAL SECURITIES, INC.

CRD#: 20677

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