Delaney Heenan

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
NJ	RA	APPROVED	2022-11-17
PA	RA	APPROVED	2022-11-15

NJ RA
APPROVED

Since 2022-11-17
PA RA
APPROVED

Since 2022-11-15

Branch Locations

200 Lawrence Road, Ste 500, Broomall, PA 19008 • United States

Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • 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
Hobby Horse Ice Cream Parlor	Ocean City	NJ	05/2009	10/2016
John F. Millon & Co	Broomall	PA	01/2015	06/2017
Starr Restaurants	Philadelphia	PA	06/2017	10/2018
John F. Millon & Co Pc	Broomall	PA	10/2018	Present
Trustmont Financial Group, Inc.	Greensburg	PA	11/2022	Present
Trustmont Advisory Group, Inc	Greensburg	PA	11/2022	Present

05/2009 → 10/2016

Hobby Horse Ice Cream Parlor

Ocean City, NJ
01/2015 → 06/2017

John F. Millon & Co

Broomall, PA
06/2017 → 10/2018

Starr Restaurants

Philadelphia, PA
10/2018 → Present

John F. Millon & Co Pc

Broomall, PA
11/2022 → Present

Trustmont Financial Group, Inc.

Greensburg, PA
11/2022 → Present

Trustmont Advisory Group, Inc

Greensburg, PA

Other Businesses

DBA DELANEY L. HEENAN, 200 LAWRENCE RD, STE 500, BROOMALL, PA 19008. SALE OF LIFE,ANNUITIES, HEALTH INSURANCE, EQUITY INDEXED ANNUITIES, FIXED ANNUITIES AND LTC. 10 HPM NOT DURING SECURITIES TRADING HOURS. ADMINISTRATIVE ASSISTANT-JOHN MILLON , CPA, PC 200 LAWRENCE RD, STE 500, BROOMALL, PA 19008. DUTIES INCLUDE MEETING WITH TAX CLIENTS TO REVIEW TAX INFORMATION, INPUT AND REVIEW TAX RETURNS AND BOOKKEEPING. ALSO ACT AS A FINANCIAL SERVICES CLIENT COORDINATOR. 40 HPM DURING SECURITIES TRADING HOURS. MILLON FINANCIAL SERVICES, 200 LAWRENCE RD, STE 500, BROOMALL, PA 19008. SECURITIES AND INVESTMENT ADVISORY SERVICE MEETING WITH CLIENTS. 120 HPM. Delaney Heenan Tax & Financial Service LLC- 200 Lawrence Rd Ste 400/500 Broomall PA 19008- tax prep and tax filling service for individuals and business as an enrolled agent- 32 HPM

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-06-18
S65	Uniform Investment Adviser Law Examination	2021-10-09

S63 Uniform Securities Agent State Law Examination

2022-06-18
S65 Uniform Investment Adviser Law Examination

2021-10-09

Other Names

Delaney Lynn Heenan

View on SEC IAPD