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RIA / WealthAdvisor25 years in industry

Mark William Petro

Advisor at TRUSTMONT ADVISORY GROUP, INC.

CONNEAUT LAKE, PA | GREENSBURG, PA

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Search this name across graphsid dfx:ria:29eba723-833b-8a33-53f4-a0a0bc4b35bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 13, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRUSTMONT ADVISORY GROUP, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 23, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Exams: S66
First exam: Mar 23, 2001
First registration: Jun 13, 2002
Dual registered: no
IAPD individual key: 4335772

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUSTMONT ADVISORY GROUP, INC.	Bd affiliated wealth	Sep 9, 2026	n/a	yes	GREENSBURG, PA\|CONNEAUT LAKE, PA	Current employment
LAKELAND INVESTOR SERVICES, INC.	State registered	Apr 29, 2013	n/a	yes	CONNEAUT LAKE, PA	Current employment
TRUSTMONT ADVISORY GROUP, INC.	Bd affiliated wealth	Nov 2, 2009	Jun 4, 2013	no	GREENSBURG, PA	Previous registration
INDEPENDENT ADVISERS GROUP CORP	Former SEC adviser	Aug 4, 2003	Nov 3, 2009	no	CONNEAUT LAKE, PA	Previous registration
INVESTACORP ADVISORY SERVICES INC	Former SEC adviser	Jun 13, 2002	Jul 22, 2003	no	CONNEAUT LAKE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUSTMONT ADVISORY GROUP, INC.	LAKELAND INVESTOR SERVICES, INC.	Jun 4, 2013	Apr 29, 2013	-36	Firm change after gap	Other
INDEPENDENT ADVISERS GROUP CORP	TRUSTMONT ADVISORY GROUP, INC.	Nov 3, 2009	Nov 2, 2009	-1	Firm change	Other
INVESTACORP ADVISORY SERVICES INC	INDEPENDENT ADVISERS GROUP CORP	Jul 22, 2003	Aug 4, 2003	13	Firm change	Other

Relationships

Registered with (4)

→ TRUSTMONT ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Nov 2, 2009 to Jun 4, 2013factForm ADV
→ LAKELAND INVESTOR SERVICES, INC.Registered adviserregistration: current employment
Apr 29, 2013 to presentfactForm ADV
→ INDEPENDENT ADVISERS GROUP CORPRegistered adviserregistration: previous registration
Aug 4, 2003 to Nov 3, 2009factForm ADV
→ INVESTACORP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Jun 13, 2002 to Jul 22, 2003factForm ADV

Dated events

No dated event names this entity yet.