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GD

Gregory L. Davis

TRUSTMONT FINANCIAL GROUP
Greensburg, PA 15601
Some features on this profile are disabled
CRD#: 3237736
GD

Professional summary

Gregory Lynn Davis, who also goes by Greg Davis, Gregory Davis, is a registered financial professional currently at TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1999. Gregory has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Greg Davis | Gregory Davis

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 Gregory Lynn Davis'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

October 2, 2009 - Present

TRUSTMONT FINANCIAL GROUP, INC.

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

January 17, 2006 - October 5, 2009

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
WILLIAMSPORT, PA
Past

June 22, 1999 - February 2, 2006

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

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
(10/2/2009)
RR
West Virginia
(1/6/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/7/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/12/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/21/1999
Investment Company Products/Variable Contracts Representative Examination
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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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