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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 | 2025-10-24 |
Branch Locations
102 W Street Rd, Feasterville, PA 19053 • United States
Scenic Drive Professional Center 200 Brush Run Road, Suite 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 |
|---|---|---|---|---|
| Money Management Advisory, Inc. | Feasterville | PA | 01/1986 | Present |
| Trustmont Financial Group, Inc. | Greensburg | PA | 05/2018 | Present |
DBA -MONEY MANAGEMENT ADVISORY INC., 102 W. STREET ROAD, FEASTERVILLE, PA 19053, SALE OF ACCIDENT, HEALTH & LIFE INSURANCE, FIXED AND FIXED INDEXED ANNUITIES. OWNER-DAVIS & ASSOCIATES, 102 W STREET RD, FEASTERVILLE, PA 19053. SHELL COMPANY FROM FATHER. NO ASSETS AT THIS TIME. OWNER- INSTITUTE FOR ESSENTIAL EDUCATION, 102 W STREET RD, FEASTERVILLE, PA 19053. BUSINESS ENTITY OWNED BY MONEY MANAGEMENT ADVISORY INC., USED FOR WORKSHOPS AND SEMINARS. CURRENTLY NOT IN USE. KEYSTONE ADVISORY - SUB AGENT OVERSEEING INSURANCE PRODUCTS. WORK ON GETTING AGENTS TRAINING AND MARKETING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-08-11 |
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