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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-03-12 |
Branch Locations
815 C Memorial Blvd, Connellsville, PA 15425 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmont Financial Group, Inc. | Greensburg | PA | 11/2013 | 04/2017 |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 11/2013 | 04/2017 |
| Citizens Securities, Inc. | Latrobe | PA | 04/2017 | 08/2017 |
| Trustmont Financial Group, Inc. | Greensburg | PA | 08/2017 | 03/2019 |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 08/2017 | 03/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2019 | Present |
1. RENTAL PROPERTY OWNER, CONNELLSVILLE, PA, 02/2001. RENTAL PROPERTY OWNER. NIR-8/WK-0/TRADING. 2. A&I FIRE, 60 W FAYETTE ST, UNIONTOWN, PA, 03/2014. MARKETING DIRECTOR, MARKETING OF PRODUCTS IN FAMILY OWNED BUSINESS. NIR-8/WK-0/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-13 |
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