DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)36 years in industry

LAWRENCE JAMES HUBERT

Advisor at TRUSTMONT ADVISORY GROUP, INC.

HADDON FIELD, NJ | GREENSBURG, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61a0ff90-6eaa-2233-0aea-a138a49d6bf9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 10, 2004 to Sep 15, 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 16, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 16, 1990
First registration: May 10, 2004
Dual registered: yes, broker-dealer
Other names: LARRY HUBERT
IAPD individual key: 2000667

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	Nov 13, 2019	n/a	yes	HADDON FIELD, NJ\|GREENSBURG, PA	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 3, 2010	Nov 8, 2019	no	HADDON TOWNSHIP, NJ\|PHILADELPHIA, PA\|Cherry Hill, NJ	Previous registration
TOWER SQUARE SECURITIES, INC.	Former SEC adviser	Feb 15, 2006	Nov 9, 2009	no	HADDON HEIGHTS, NJ\|HADDON HEIGHTS, NJ\|FAIRFIELD, NJ	Previous registration
OSAIC FA, INC.	Former SEC adviser	May 10, 2004	Jan 11, 2006	no	CHERRY HILL, NJ	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	TRUSTMONT ADVISORY GROUP, INC.	Nov 8, 2019	Nov 13, 2019	5	Firm change	Ibd to ibd
TOWER SQUARE SECURITIES, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Nov 9, 2009	Mar 3, 2010	114	Firm change	Other
OSAIC FA, INC.	TOWER SQUARE SECURITIES, INC.	Jan 11, 2006	Feb 15, 2006	35	Firm change	Other

Relationships

Registered with (4)

→ TRUSTMONT ADVISORY GROUP, INC.Registered adviserregistration: current employment
Nov 13, 2019 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 3, 2010 to Nov 8, 2019factForm ADV
→ TOWER SQUARE SECURITIES, INC.Registered adviserregistration: previous registration
Feb 15, 2006 to Nov 9, 2009factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
May 10, 2004 to Jan 11, 2006factForm ADV

Dated events

No dated event names this entity yet.