Best Investors Account Sign in

Douglas John Smith

Trustmont Advisory Group, Inc.

Greensburg, PA

Moon Twp, PA

Claim This Profile
Current Employers
Trustmont Advisory Group, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2007-03-07
  • PA RA
    APPROVED
    Since 2007-03-07

Branch Locations

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

Moon Twp, PA • 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
OrganizationCityStateFromTo
Trustmont Financial Group, Inc Greensburg PA 01/2007 Present
Trustmont Advisory Group, Inc. Greensburg PA 03/2007 Present
Other Businesses

DBA DOUGLAS J. SMITH FINANCIAL SERVICES, 138 SHAFER ROAD, MOON TWP, PA 15108. INSURANCE AGENT ENGAGING IN THE SALE OF ACCIDENT & HEALTH, DISABILITY, LIFE INSURANCE AND FIXED ANNUITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-05
S63 Uniform Securities Agent State Law Examination 1998-09-22
  • S65 Uniform Investment Adviser Law Examination
    2007-03-05
  • S63 Uniform Securities Agent State Law Examination
    1998-09-22

View on SEC IAPD

More in Greensburg, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor