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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 | 2007-01-22 |
Branch Locations
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
38 Red Hill Court, Newport, PA 17074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmont Financial Group, Inc. | Greeensburg | PA | 01/2007 | Present |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 01/2007 | Present |
DBA AFS WEALTH MANAGEMENT, 38 RED HILL COURT, NEWPORT, PA 17074. INSURANCE AGENT ENGAGING IN THE SALE OF ACCIDENT/ HEALTH, MEDICARE, LONG TERM CARE, DISABILITY, LIFE INSURANCE AND FIXED ANNUITIES THRU MUTIPLE INSURANCE COMPANIES. 40 HPW . INVESTMENT AND INSURANCE SALES AND SERVICE. FARMING, 230 CHRUCH ROAD, SHERMANS DALE, PA 17090. START DATE 12/2015. WEEKENDS ONLY, 0 HPM DURING SECURITIES TRADING HOURS. NON INVESTMENT RELATED. VOLUNTEER ON THE BOARD OF DIRECTORS FOR THE BLOOMFIELD CEMETERY ASSOC., NEW BLOOMFIELD, PA 17068. 1 HPM NOT DURING SECURITIES TRADING HOURS. VOLUNTEER ON THE BOARD OF DIRECTORS FOR THE LAKE HERON CONSERVANCY,171 BARNER RD, LIVERPOOL, PA 17045. 1 HPM, DUTIES INCLUDE ASSISTING WITH DECISION MAKING FOR THE FUTURE OF THE CONSERVANCY. THIS IS A VOLUNTEER POSITION TO HELP THE CHURCH CAMP GROW.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-06 |
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