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PE

Patty L. Eutsey

TRUSTMONT FINANCIAL GROUP
GREENSBURG, PA 15601
CRD#: 2519800
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PE
Patty Lynn EutseyTRUSTMONT FINANCIAL GROUP

Professional summary


Patty Lynn Eutsey is a registered financial professional currently at TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.

Patty is registered as a RR (Registered Representative) and started their career in finance in 1994. Patty has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Patty Lynn Eutsey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 4, 2005 - Present

TRUSTMONT FINANCIAL GROUP, INC.

Office #1: Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601Office #2: 200 Brush Run Rd Suite A, Greensburg , PA 15601
BD
CRD#: 18312
GREENSBURG, PA
Past

February 12, 1999 - August 5, 2003

TRUSTMONT FINANCIAL GROUP, INC.

BD
CRD#: 18312
GREENSBURG, PA
Past

November 1, 1996 - January 5, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

October 13, 1994 - November 4, 1996

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(1/4/2005)

Exams


State Security Law Exam
RR
Series 63
Date: 10/20/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TF
TRUSTMONT FINANCIAL GROUP, INC.
THE CODRICK FINANCIAL GROUP, INC. | TRUSTMONT FINANCIAL GROUP, INC. DBA TFG | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMARK FINANCIAL GROUP, INC.

CRD#: 18312 / SEC#: , 8-36439

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Mailing Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Phone number
(724) 468-5665
Established
Pennsylvania since 06/16/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DOCHINEZ, LACEY MOWNER5809867
DOCHINEZ, PETER DANIELOWNER6314091
ABBOTT DECAROLIS, LAURA JEANOWNER/REGISTERED REPRESENTATIVE1523919
DOCHINEZ, CLAUDIA ANNOWNER
DOCHINEZ, PETER DANIELOWNER1062112
GIONTA, PAUL VOWNER
HEBERT, GEORGE PHILLIPOWNER2309032
HLADEK, ANTHONY CHARLESPRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATION OFFICER2700432
PETRUCCI, MARY LOUISEOWNER/REGISTERED REPRESENTATIVE2980671
AULT, JAMES DANIELOWNER1439447
BARZAK, DONALD JOHNOWNER1856590
HIXENBAUGH, MARY LYNNECHIEF COMPLIANCE OFFICER5623080

Disclosures


Regulatory Event3
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312Greensburg, PA 15601

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