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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 2023-04-20
  • PA RA
    APPROVED
    Since 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

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
#1 Cochran Monroeville PA 06/2013 11/2022
Trustmont Financial Group, Inc. Greensburg PA 12/2022 Present
Unemployed Murrysville PA 11/2022 12/2022
  • 06/2013 → 11/2022
    #1 Cochran
    Monroeville, PA
  • 12/2022 → Present
    Trustmont Financial Group, Inc.
    Greensburg, PA
  • 11/2022 → 12/2022
    Unemployed
    Murrysville, PA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-18
S63 Uniform Securities Agent State Law Examination 2023-01-11
  • S65 Uniform Investment Adviser Law Examination
    2023-04-18
  • S63 Uniform Securities Agent State Law Examination
    2023-01-11

View on SEC IAPD

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