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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 | 2020-09-02 |
Branch Locations
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 01/2015 | 10/2019 |
| Investacorp Advisory Services | Miami | FL | 01/2015 | 10/2019 |
| Unemployed | Indiana | PA | 10/2019 | Present |
| Trustmont Financial Group, Inc. | Greensburg | PA | 09/2020 | Present |
| Trustmont Financial Group, Inc. | Greensburg | PA | 11/2022 | Present |
1) Leach Financial Services, Investment Related, Conducted from 98 Valley Rd., Indiana, PA 15701. The nature of the Outside Business Activity (OBA) is DBA/Fixed Insurance, my position in the organization is owner, the duties of this position are securities business and fixed insurance sales. 01/2015 was the start of the relationship with the other business and 6.5 hours are devoted to the other business per week and 150 of hours are devoted to the other business during securities trading hours per month. 2) Lowes Corp. - 475 Ben Franklin Rd Indiana PA 15701- Feb 17, 2002- non investment related- Retail home goods sales- Customer service associate- 80-100 hours during market hours per month. 3) Committee member for Ducks Unlimited: Duties include assisting the basic operation of fundraising event, such as ordering prizes. Not involved in financial decision making.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-10 |
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