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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 2002-09-30
  • PA RA
    APPROVED
    Since 2002-09-30

Branch Locations

710 Oden Street, Confluence, PA 15424 • 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 01/2000 Present
Self Employed Greensburg PA 12/1998 Present
  • 01/2000 → Present
    Trustmont Financial Group, Inc.
    Greensburg, PA
  • 12/1998 → Present
    Self Employed
    Greensburg, PA
Other Businesses

INSURANCE AGENT ENGAGING IN THE SALE OF LIFE INSURANCE,FIA'S AND FIXED ANNUITIES. REAL ESTATE INVESTING WITH MY HUSBAND. TRUSTMONT FINANCIAL GROUP, INC. SHAREHOLDER. TAX CONSULTING FOR CLIENTS OF TMI GROUP, LLC., 710 ODEN STREET, CONFLUENCE, PA 15424 .10-15 HPW JAN-APRIL. MAY-DEC AS NEEDED. TAX PREPARATION -NETWORKING. MARY LOUISE PETRUCCI, TAX COLLECTOR, 710 ODEN ST, CONFLUENCE, PA 15424. 10-15 HPW. DUTIES INCLUDE BILLING, MAILING AND COLLECTING REAL ESTATE AND SCHOOL TAXES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-27
S63 Uniform Securities Agent State Law Examination 1998-01-31
  • S65 Uniform Investment Adviser Law Examination
    1999-05-27
  • S63 Uniform Securities Agent State Law Examination
    1998-01-31

View on SEC IAPD

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