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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 | 2023-04-20 |
Branch Locations
Horizon Financial Advisors 4099 Wm. Penn Hwy, Suite 303, Monroeville, PA 15146 • United States
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| #1 Cochran | Monroeville | PA | 06/2013 | 11/2022 |
| Trustmont Financial Group, Inc. | Greensburg | PA | 12/2022 | Present |
| Unemployed | Murrysville | PA | 11/2022 | 12/2022 |
HORIZON FINANCIAL ADVISORS, 4099 WILLIAM PENN HWY., STE 303, MONROEVILLE, PA 15146. START DATE -JANUARY 2023. DUTIES INCLUDE SALES AND SERVICE OF MUTUAL FUNDS TO NEW AND EXISTING CLIENTS. 160 HPM DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-11 |
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