Merle Dean Koon

Current Employers

Trustmont Advisory Group, Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2009-05-14

PA RA
APPROVED

Since 2009-05-14

Branch Locations

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

207 Pine Grove Court, Baden, PA 15005 • 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

Organization	City	State	From	To
Trustmont Financial Group, Inc.	Greensburg	PA	05/2009	Present
Trustmont Advisory Group, Inc.	Greensburg	PA	05/2009	Present

05/2009 → Present

Trustmont Financial Group, Inc.

Greensburg, PA
05/2009 → Present

Trustmont Advisory Group, Inc.

Greensburg, PA

Previous Registrations

2007-04-12 → 2009-04-13

Osaic Fa, Inc.

Sewickley, PA

Other Businesses

INSURANCE AGENT ENGAGING IN THE SALE OF ACCIDENT & HEALTH, DISABILITY, EQUITY INDEXED ANNUITIES, LIFE INSURANCE AND FIXED ANNUITIES. 1/2013-BUSINESS CONSULTING, DUTIES INCLUDE EDUCATING CLIENTS ON BUSINESS IMPROVEMENT,SYSTEMS AND COST CONTROL AND IMPOVING CUSTOMER SERVICE. 1/2013-REAL ESTATE BUYING, SELLING AND RENTAL MANAGEMENT. O HPM DURING SECURITIES TRADING HOURS. Tax planning- may charge a fee specifically for this service

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-03-06
S63	Uniform Securities Agent State Law Examination	1982-06-11

S66 Uniform Combined State Law Examination

2007-03-06
S63 Uniform Securities Agent State Law Examination

1982-06-11

Designations

View on SEC IAPD