Ana Maria Harwood

Employer firm

Trustmont Advisory Group, Inc. CRD 106015

$1.40B regulatory AUM 3 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Trustmont Advisory Group, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-08-04

FL RA
APPROVED

Since 2023-08-04

Branch Locations

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

Tampa, FL • 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

Organization	City	State	From	To
Regenere	Tampa	FL	11/2014	06/2018
Trustmont Advisory Group, Inc.	Greensburg	PA	07/2023	Present
Management Solutions, Llc	Tampa	FL	07/2018	02/2020
Not Employed	Tampa	FL	02/2020	Present

11/2014 → 06/2018

Regenere

Tampa, FL
07/2023 → Present

Trustmont Advisory Group, Inc.

Greensburg, PA
07/2018 → 02/2020

Management Solutions, Llc

Tampa, FL
02/2020 → Present

Not Employed

Tampa, FL

Other Businesses

AMH ADVISORY, LLC- INVESTMENT- 4917 LYFORD CAY RD TAMPA FL 33629- INVESTMENT ADVISOR REPRESENTATIVE - JULY 2023- 80 HOURS PER MONTH- INVESTMENT ADVISOR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-11-11

S65 Uniform Investment Adviser Law Examination

2022-11-11

Other Names

Ana Maria Wolfley
Ana Marie Harwood

View on SEC IAPD