Best Investors
Account
Sign in
Best Investors
Account
Sign in
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-10 |
Branch Locations
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
Columbus, OH • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Equities, Inc. | Wilmington | DE | 08/2016 | 01/2023 |
| Coastal Investment Advisors | Wilmington | DE | 08/2016 | 01/2023 |
| Trustmont Financial Group, Inc. | Greensburg | PA | 03/2023 | Present |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 03/2023 | Present |
1)SCHALLER FAMILY LIMITED PARTNERSHIP, NOT INVESTMENT RELATED, 850 STRAWBERRY HILL ROAD WEST COLUMBUS OH, FAMILY FARM, LIMITED PARTNER, BEGAN 11/1999, 2 HOURS/MONTH, SOME DURING BUSINESS HOURS TO MANAGE DMA ACCOUNT. - 2) PROFESSIONAL GUITARIST- PROVIDE LIVE MUSIC ENTERTAINMENT. 0 HPM DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-13 |
Reach out to this advisor