DFX Intelligence
Advisors
Advisors registered through Trustmont Advisory Group, Inc.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
65 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Mark William Petro | Trustmont Advisory Group, Inc. BD affiliated | Conneaut Lake, Pa | Apr 29, 2013 | 25 y | 3 | 1 |
| Michael Anthony Petrocelli dual registrant | Trustmont Advisory Group, Inc. BD affiliated | Greensburg, Pa | Aug 27, 2020 | 19 y | 1 | 1 |
| Mary Louise Petrucci dual registrant | Trustmont Advisory Group, Inc. BD affiliated | Confluence, Pa | Sep 30, 2002 | 28 y | 0 | 1 |
| E••• J•••• P••••• Certified Financial Planner · dual registrant | T•••••••• A••••••• G••••• I••• BD affiliated | Greensburg, Pa | Sep 20, 2010 | 33 y | 1 | 1 |
| R••••• B•••• R••• Chartered Financial Consultant · dual registrant | T•••••••• A••••••• G••••• I••• BD affiliated | Greensburg, Pa | May 23, 2016 | 31 y | 2 | 1 |
| G••••• A••• R•••••• dual registrant | T•••••••• A••••••• G••••• I••• BD affiliated | Greensburg, Pa | Apr 20, 2023 | 13 y | 0 | 1 |
| D••••• S••• dual registrant | T•••••••• A••••••• G••••• I••• BD affiliated | Louisville, Ky | Aug 1, 2025 | 17 y | 8 | 1 |
| P••• R••••• S••••••• dual registrant | T•••••••• A••••••• G••••• I••• BD affiliated | Greensburg, Pa | Mar 10, 2023 | 32 y | 4 | 1 |
| J••••• A••••• S••••••• dual registrant | T•••••••• A••••••• G••••• I••• BD affiliated | Greensburg, Pa | Feb 9, 2009 | 20 y | 0 | 1 |
| D•••••• J••• S•••• dual registrant | T•••••••• A••••••• G••••• I••• BD affiliated | Greensburg, Pa | Mar 7, 2007 | 28 y | 0 | 1 |
| J••• G••••• S•••••• dual registrant | T•••••••• A••••••• G••••• I••• BD affiliated | Greensburg, Pa | Sep 2, 2009 | 44 y | 1 | 1 |
| J••• C•••••• S•••• dual registrant | T•••••••• A••••••• G••••• I••• BD affiliated | Erie, Pa | Jan 6, 2015 | 30 y | 2 | 1 |
| R••••• C•••••• T••••• dual registrant | T•••••••• A••••••• G••••• I••• BD affiliated | Sharon, Pa | Aug 28, 2018 | 37 y | 0 | 1 |
| J••••••• W•••••• | T•••••••• A••••••• G••••• I••• BD affiliated | Indio, Ca | Jul 10, 2026 | 40 y | 5 | 1 |
| K••••• R•••• Z•••••••• Certified Financial Planner · dual registrant | T•••••••• A••••••• G••••• I••• BD affiliated | Bloomsburg, Pa | Feb 21, 2022 | 11 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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