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Current Employers
Trustmont Advisory Group, Inc.

Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2009-02-09
  • PA RA
    APPROVED
    Since 2009-02-09

Branch Locations

Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States

200 Brush Run Road, Ste 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
OrganizationCityStateFromTo
Trustmont Financial Group, Inc. Greensburg PA 09/2006 Present
Trustmont Advisory Group, Inc. Greensburg PA 02/2009 Present
Other Businesses

RENTAL PROPERTY. ZERO HOURS DURING NORMAL BUSINESS DAY. DBA PWR PLANNERS LLC., GREENSBURG, PA 15601. FOR SEPARATING JOINT BUSINESS DONE BY P.DOCHINEZ AND J. SINCLAIR (ACCOUNTING PURPOSES).40 HPW DURING SECURITIES TRADING HOURS. CENTRAL COMMONS, LLC -LLC HOLDS REAL ESTATE FOR SINCLAIR RENTALS, LLC , CAMBRIA COUNTY, PA. OWNER/LANDLORD/MANAGER-5 HPM NOT DURING SECURITIES TRADING HOURS. DBA JOSEPH A. SINCLAIR, NATURE OF BUSINESS IS FIXED ANNUITIES, INSURANCE AND EXECUTIVE BENEFITS. DUTIES INCLUDE MARKETING, ILLUSTRATIONS AND SALES. POSITION IS AGENT AND INCOME EARNED BY COMMISSIONS PAID DIRECTLY TO AGENT. FRENERGY LLC. 615 W CRAWFORD ST, EBENSBURG, PA 15931, REAL ESTATE PURCHASE, OWNER DBA PWR INSURANCE ADVISORS LLC, 200 BRUSH RUN ROAD, STE A, GREENSBURG, PA 15601. INSURANCE AND FIXED ANNUITY SALES.- MEDICARE THROUGH ADVISORS EXCEL- OFFERING MEDICARE SUPPLEMENT AND ADVANTAGE PLAN COVERAGE- 0 HOURS DURING MARKET HOURS- DBA PWR ADVISORY SERVICES LLC, 200 BRUSH RUN ROAD, STE A, GREENSBURG, PA 15601. REGISTERED INVESTMENT ADVISORY FIRM FOR THE PURCHASE AND SALE OF EQUITITIES, BONDS AND ETF'S . INVESTMENT RELATED BUSINESS DONE DURING SECURITIES TRADING HOURS. PWR ACCOUNTING & TAX ADVISOR LLC- OWNER- 7600 CASTOR AVE PHILADELPHIA PA 19152- NON INVESTMENT RELATED- TAX PREPERATION AND ACCOUNTING SERVICES- 0 HPM DURING SECURITIES TRADING HOURS PENNIE HEALTH INSURANCE- 200 BRUSH RUN RD STE A. GREENSBURG PA 15601- 0 HOURS DURING MARKET HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-03
S63 Uniform Securities Agent State Law Examination 2008-08-20
  • S65 Uniform Investment Adviser Law Examination
    2009-02-03
  • S63 Uniform Securities Agent State Law Examination
    2008-08-20
Other Names
  • Joseph A Sinclair

View on SEC IAPD

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