Donald John Barzak

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
OH	RA	APPROVED	2016-04-27

OH RA
APPROVED

Since 2016-04-27

Branch Locations

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

3008 State Route 5 Unit D, Cortland, OH 44410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Donald J Barzak Agency	Cortland	OH	07/1995	Present
Pl Gibson Governor Agency	Vienna	OH	02/1998	Present
Trustmont Financial Group, Inc.	Greensburg	PA	08/2009	Present

07/1995 → Present

Donald J Barzak Agency

Cortland, OH
02/1998 → Present

Pl Gibson Governor Agency

Vienna, OH
08/2009 → Present

Trustmont Financial Group, Inc.

Greensburg, PA

Previous Registrations

2006-02-21 → 2009-08-19

Waterstone Financial Group, Inc.

Cortland, OH

Cortland, OH

Other Businesses

DBA THE BARZAK AGENCY, 3008 STATE ROUTE 5, UNIT D, CORTLAND, OH 44410. ENGAGE IN THE SALE OF ACCIDENT & HEALTH, DISABILITY, LIFE INSURANCE AND FIXED ANNUITIES. (LUTCF) ALSO PROPERTY AND CASUALTY INSURANCE.DOING TAX PREPARATION AT ADDRESS LISTED ABOVE. OWNER OF VARIOUS COMMERICAL RENTAL PROPERTIES, NOT INVESTMENT RELATED. OHSAA,USA/ASA AND NCAA SOFTBALL AND BASEBALL UMPIRING. NON-INVESTMENT RELATED. ATTAINED RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP).

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-11-16

S63 Uniform Securities Agent State Law Examination

2006-11-16

Designations

View on SEC IAPD