Best Investors
Account
Sign in
Best Investors
Account
Sign in
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2002-09-27 |
Branch Locations
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
4099 William Penn Highway Jonnet Building, Suite 303, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Financial Advisors | Monroeville | PA | 03/1991 | Present |
| Trustmont Financial Group, Inc. | Greensburg | PA | 05/2004 | Present |
| Trustmont Advisory Group, Inc | Greensburg | PA | 05/2004 | Present |
DBA HORIZON FINANCIAL ADVISORS, 4099 WM. PENN HWY, STE 303, MONROEVILLE, PA 15146. INSURANCE AGENT ENGAGING IN THE SALE OF ACCIDENT & HEALTH, EQUITY INDEXED ANNUITIES, LIFE INSURANCE AND FIXED ANNUITIES.- TAX RETURN PREPARATION AND E-FILING BOARD MEMBER, TRUSTMONT FINANCIAL GROUP, 200 BRUSH RUN ROAD, STE A, GREENSBURG, PA 15601. DUTIES INCLUDE DISCUSSING ONGOING OPERATIONAL ISSUES OF TRUSTMONT FINANCIAL GROUP.1-2 HPM DURING SECURITIES TRADING HOURS. Highland Estates Condominium Assoc. c/o Ryan Lynch (Sr community manager) Berkshire Hathaway Home Services- 3820 Old William Penn Hwy Murrysville ,Pa 15668 Treasurer of homeowners association- 1 HPM
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-16 |
Reach out to this advisor