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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2008-07-08 |
Branch Locations
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
The Advisers Trust, Llc 30 Main Street, Newtown, CT 06470 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmont Financial Group, Inc. | Greensburg | PA | 01/2005 | Present |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 07/2008 | Present |
| The Advisers Trust, Llc | Newtown | CT | 12/2004 | Present |
ADVISERS TRUST, LLC DBA ADVISERS TRUST WEALTH MANAGEMENT,30 MAIN ST, NEWTOWN, CT 06470. OWNER/CFP. 60 HPW DURING SECURITIES TRADING HOURS. INSURANCE AGENT SELLING HEALTH, LONG TERM CARE AND LIFE INSURANCE. ADVISERS TRUST TAX AND ESTATE PLANNING, 30 MAIN STREET, NEWTOWN , CT 06470 , 1 HPW DURING SECURITIES TRADING HOURS, INTRODUCE AND REVIEW FINAL CLIENT DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-01-29 |
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