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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 | 2001-03-30 |
Branch Locations
200 Brush Run Road, Ste 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 |
|---|---|---|---|---|
| Trustmont Advisory Group, Inc. | Greensburg | PA | 12/1997 | Present |
| Trustmont Financial Group, Inc. | Greensburg | PA | 06/1986 | Present |
INSURANCE AGENT ENGAGING IN THE SALE OF LIFE INSURANCE AND FIXED ANNUITIES. PROVEST INDEMNITY OFFICER/DIRECTOR-.7 HPM -HOLDING COMPANY FOR PERSONAL ASSETS. TRUSTMONT ADVISORY GROUP, INC. SEC REGISTERED INVESTMENT ADVISOR, CHAIRMAN. DBA PWR PLANNERS LLC. FOR SEPARATING JOINT BUSINESS DONE BY J. SINCLAIR AND P. DOCHINEZ (ACCOUNTING PURPOSES)60 HPM - DURING SECURITIES TRADING HOURS. PETER D. HOLDINGS LLC, HOLD MORTGAGE NOTES, AND OTHER PERSONAL ASSETS. APPROXIMATELY 5 HPM, NO COMPENSATION AS OF NOW. THE PULMONARY INSTITUTE AT REDSTONE LLC, DEVELOPMENT OF A 60 BED CRITICAL CARE FACILITY , OWNER/MANAGEING PARTNER APPROX 5 HPM. DCM REAL ESTATE, PROPERTY MANAGEMENT , PARTNER, 1 HPM Export Volunteer Fire Department- 5815 Washington Ave Export PA 07-2025- Assistant Treasurer- (Non investment) Deposit funds received, pay bills, report monthly the financial activities of the fire company- 2HPM Central Commons, LLC - LLC that holds real estate for Peter D Holdings, LLC USVI Boat CHarter, LLC - boat rentals Matthews Street, LLC - LLC that holds rental real estate for PEter D Holdingd, LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-11-10 |
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