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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-04 |
Branch Locations
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • 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 |
|---|---|---|---|---|
| Sandlapper Securities, Llc | Greenville | SC | 06/2014 | 03/2017 |
| Sandlapper Wealth Management, Llc | Columbus | OH | 01/2015 | 03/2017 |
| Ausdal Financial Partners, Inc | Davenport | IA | 03/2017 | 11/2023 |
| Trustmont Financial Group | Greensburg | PA | 11/2023 | Present |
1.PRAXIS CAPITAL & INVESTMENT MANAGEMENT- INSURANCE SALES;NON INVESTMENT RELATED;DUBLIN, OH; LIFE INSURANCE, STRUCTURED SETTLEMENT, FIXED ANNUITY BUSINESS; SAME ADDRESS. ACTIVITY BEGAN 01/2012; SALES OF LIFE PRODUCTS; I DEVOTE APPX 1 HOURS TO THIS ACTIVITY WITH DURING TRADING HOURS; COMPENSATION IS COMMISSION. 2.USA HOCKEY; COLORADO SPRINGS, CO- NON INVESTMENT RELATED; MEMBER OF USA HOCKEY; ACTIVITY BEGAN IN 1990; COACH- YOUTH HOCKEY VOLUNTEER & COLLABORATOR-TIME DEVOTED 8HRS, HOWEVER, NONE OCCURS DURING TRADING HOURS; COMPENSATION IS PER SITUATION. 3. COLUMBUS CHILL YOUTH HOCKEY ASSOCIATION- VOLUNTEER- NO COMPENSATION- 1HR/MTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-23 |
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