Jack Alan Heffner

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
PA	RA	APPROVED	2012-01-04

PA RA
APPROVED

Since 2012-01-04

Branch Locations

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

1610 E Third Street, Williamsport, PA 17701 • 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
Trustmont Financial Group, Inc.	Greensburg	PA	08/2011	Present

08/2011 → Present

Trustmont Financial Group, Inc.

Greensburg, PA

Previous Registrations

2006-02-28 → 2011-08-08

Woodbury Financial Services, Inc.

Williamsport, PA

Williamsport, PA

Other Businesses

1)ROCHE FINANCIAL, 1610 E THIRD ST, WILLIAMSPORT PA 17701; INS SALES; NON INV RELATED; INSURANCE AGENT ENGAGING IN THE SALE OF ACCIDENT & HEALTH, DISABILITY; STARTED 04/15/2003; 12 HRS/MTH WITH 12 DURING TRADING HRS;

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-04-21

S63 Uniform Securities Agent State Law Examination

1986-04-21

Designations

View on SEC IAPD