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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-10 |
Branch Locations
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
4 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Rancho Santa Fe | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rancho Santa Fe | CA | 11/2016 | 12/2019 |
| Stifel Nicolaus & Co Inc | Carlbad | CA | 12/2019 | 01/2024 |
| Unemployed | Escondido | CA | 01/2024 | 03/2024 |
| Aegis Capital Corp | New York | NY | 03/2024 | 01/2026 |
| Trustmont Advisory Group, Inc | Greensburg | PA | 06/2026 | Present |
| Unemployed | Indio | CA | 01/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-03 |
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