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Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-23 |
| NJ | RA | APPROVED | 2009-12-04 |
Branch Locations
105 Maxess Rd Ste 124, South Melville, NY 11747 • United States
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmont Financial Group, Inc. | Greensburg | PA | 07/2009 | Present |
| Trustmont Advisory Group, Inc | Greensburg | PA | 12/2009 | Present |
DBA GORDON WEALTH INC., PRESIDENT/OWNER ESTABLISHED DEC 2015. INSURANCE AGENT ENGAGING IN THE SALE OF LIFE, DISABILITY AND HEALTH INSURANCE, FIXED ANNUITIES, EQUITY INDEXED ANNUITIES AND LIFE SETTLEMENTS. MAY PERIODICALLY DO SEMINARS.-INVESTMENT ADVISORY AND BROKERAGE BUSINESS-120 HOURS PER MONTH DBA FIVE TOWNS TERM- MARKETING TO SELL TERM LIFE INSURANCE- 10 HOURS PER MONTH- OWNER- ESTABLISHED SEPTEMBER 2023 - AMERICAN FINANCIAL EDUCATION ALLIANCE- 50 E. SUNRISE HWY VALLEY STREAM NY 11581- FINANCIAL EDUCATION- TEACHING CLASSES IN LIBRARIES, COMMUNITY CENTERS, AND COLLEGES- 0 HOURS PER MONTH DURING MARKET HOUSE/ 6 HOURS TOTAL PER MONTH- AFEA IS PARTIALY FUNDED BY DONATIONS- DOES NOT COLLECT DONATIONS PERSONALY- NO STUDENTS HAS DONATED TO AFEA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-27 |
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