George Mcelroy

Current Employers

Trustmont Advisory Group, Inc.

Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2019-07-05

IL RA
APPROVED

Since 2019-07-05

Branch Locations

Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States

Des Plaines, IL • United States

Disclosures

5 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.

Regulatory action Yes
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien Yes
Investigation Yes
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Chicago	IL	12/2003	03/2017
Infinity Financial Services	Oakland	CA	03/2017	03/2019
Trustmont Advisory Group, Inc.	Greensburg	PA	04/2019	Present

12/2003 → 03/2017

Lpl Financial, Llc

Chicago, IL
03/2017 → 03/2019

Infinity Financial Services

Oakland, CA
04/2019 → Present

Trustmont Advisory Group, Inc.

Greensburg, PA

Previous Registrations

2017-03-09 → 2019-03-05

Infinity Financial Services

Oakland, CA

Oakland, CA

Chicago, IL
2003-12-18 → 2017-03-23

Lpl Financial Llc

Chicago, IL
2003-07-01 → 2003-12-18

Wells Fargo Clearing Services, Llc

Chicago, IL
1998-01-04 → 2003-07-01

Prudential Equity Group, Llc

Chicago, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-09-12
S63	Uniform Securities Agent State Law Examination	1995-08-29

S65 Uniform Investment Adviser Law Examination

1995-09-12
S63 Uniform Securities Agent State Law Examination

1995-08-29

Other Names

George Mcelroy
George Terrance Mcelroy

View on SEC IAPD