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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2020-11-11 |
Branch Locations
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
15 Public Square, Ste 306, Wilkes-Barre, PA 18702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid America Group - Northeast, Inc. | Wilkes-Barre | PA | 10/2020 | Present |
| Capital District Physicians' Health Plan | Albany | NY | 04/2018 | 10/2020 |
| Angiodynamics, Inc. | Latham | NY | 01/2014 | 04/2018 |
| Trustmont Advisory Group, Inc | Greensburg | PA | 11/2020 | Present |
| Trustmont Financial Group, Inc. | Greensburg | PA | 03/2021 | Present |
DBA HAMILTON GROUP, 15 PUBLIC SQUARE , STE 306, WILKES-BARRE, PA 18701 . DUTIES INCLUDING NEW BUSINESS ACQUISITION, ACCOUNT MANAGEMENT AND RESEARCH. 35 HPW DURING SECURITIES TRADING HOURS. MID AMERICA GROUP-NORTHEAST, INC. 15 PUBLIC SQUARE , STE 306, WILKES-BARRE, PA 18701, ASSISTING WITH INVESTMENT AND INSURANCE SERVICES. FULL TIME DURING SECURITES TRADING HOURS. VICE PRESIDENT/GENERAL MANAGEMENT FOR MID AMERICA GROUP NORTHEAST AND HAMILTON GROUP
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-06 |
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