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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
San Diego, CA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 12/2008 | 03/2025 |
| Trustmont Financial Group, Inc | Greensburg | PA | 03/2025 | Present |
(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/24/2008 ADDRESS: 2648 E Street, San Diego CA 92102, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS INSURANCE PRODUCTS. (2) IT FAMILY OFFICE POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/25/2022 ADDRESS: 2648 E Street, San Diego CA 92102, United States DESCRIPTION: DBA NAME FOR MARKETING. (3) PMI MANAGEMENT POSITION: Officer/Director NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/19/2019 ADDRESS: 2648 E Street, San Diego CA 92102, United States DESCRIPTION: 100% BUSINESS OWNER OF PMI MANAGEMENT THAT PROVIDES BUSINESS AND LEADERSHIP COACHING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-25 |
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