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Current Employers
Trustmont Advisory Group, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-10-01
  • IN RA
    APPROVED
    Since 2019-10-01

Branch Locations

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

Benefield Financial 107 N State Road 135, Suite 205, Greenwood, IN 46142 • 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
OrganizationCityStateFromTo
Buss & Benefield, Pllc D/B/A Benefield Law Greenwood IN 01/2016 Present
Voya Financial Advisors Greenwood IN 07/2017 09/2019
Trustmont Financial Group, Inc. Greensburg PA 10/2019 Present
Trustmont Advisory Group, Inc. Greensburg PA 10/2019 Present
  • 01/2016 → Present
    Buss & Benefield, Pllc D/B/A Benefield Law
    Greenwood, IN
  • 07/2017 → 09/2019
    Voya Financial Advisors
    Greenwood, IN
  • 10/2019 → Present
    Trustmont Financial Group, Inc.
    Greensburg, PA
  • 10/2019 → Present
    Greensburg, PA
Previous Registrations
Other Businesses

NAME OF ENTITY:INDIANA GAMMA GAMMA CHAPTER OF ALPHA TAU; No; 55OO WABASH AVE; TERRE HAUTE; IN; 47803; FRATERNITY; BOARD MEMBER; 2/20/2018; 4; 0; ATTEND MEETINGS AND PROVIDE INPUT|NAME OF ENTITY:BUSS & BENEFIELD PLLC DBA BENEFIELD LAW; No; 1298 WEST MAIN STREET; GREENWOOD; IN; 46142; LAW PRACTICE; OWNER; 1/1/2014; 120; 50; PATENT LAW, ESTATE PLANNING, BUSINESS LAW AND LITIGATION|NAME OF ENTITY:BENEFIELD FINANCIAL ADVISORS, LLC; Yes; 1298 WEST MAIN STREET; GREENWOOD; IN; 46142; FINANCIAL SERVICES/DBA; OWNER; 9/18/2017; 100; 100; SALE AND SERVICE INSURANCE,SECURITIES AND INVESTMENT PRODUCTS.|NAME OF ENTITY:INDEPENDENT INSURANCE AGENT; Yes; 1298 WEST MAIN STREET; GREENWOOD; IN; 46142; FIXED INSURANCE; INDEPENDENT INSURANCE AGENT; 7/19/2017; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Life Settlements; No; 1298 West Main Street; Greenwood; IN; 46142; life settlements; Independent Insurance Agent; 3/8/2019; 5; 5; Act as a broker to place life settlements|NAME OF ENTITY:Notary; No; 1298 West Main Street; Greenwood; IN; 46142; Notary for the State of Indiana; Notary; 7/24/2019; 5; 5; Notarize documents| Clark-Pleasant Education Foundation, Inc- Member of the board of directors- Raising funds to provide scholarships to students- 4hrs/mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-13
  • S66 Uniform Combined State Law Examination
    2017-09-13

View on SEC IAPD

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