William H. Shelor
Professional summary
William Henry Shelor JR is a registered financial professional currently at TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.
William is registered as a RR (Registered Representative) and started their career in finance in 1971. William has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Henry Shelor JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 4, 2013 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601December 7, 2012 - November 4, 2013
SECURITIES AMERICA, INC.
July 24, 2001 - December 7, 2012
INVESTORS SECURITY COMPANY, INC.
February 23, 1989 - October 30, 2014
TRENDLINE CAPITAL MANAGEMENT
June 3, 1980 - November 2, 2000
INVESTORS SECURITY COMPANY, INC.
August 2, 1971 - May 7, 1980
IRG SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/26/2022)
(11/4/2013)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 1
Date: 7/28/1971
Registered Representative ExaminationFINRA
Current Firm
TRUSTMONT FINANCIAL GROUP, INC.
CRD#: 18312 / SEC#: , 8-36439
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DOCHINEZ, LACEY M | OWNER | 5809867 |
| DOCHINEZ, PETER DANIEL | OWNER | 6314091 |
| ABBOTT DECAROLIS, LAURA JEAN | OWNER/REGISTERED REPRESENTATIVE | 1523919 |
| DOCHINEZ, CLAUDIA ANN | OWNER | |
| DOCHINEZ, PETER DANIEL | OWNER | 1062112 |
| GIONTA, PAUL V | OWNER | |
| HEBERT, GEORGE PHILLIP | OWNER | 2309032 |
| HLADEK, ANTHONY CHARLES | PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATION OFFICER | 2700432 |
| PETRUCCI, MARY LOUISE | OWNER/REGISTERED REPRESENTATIVE | 2980671 |
| AULT, JAMES DANIEL | OWNER | 1439447 |
| BARZAK, DONALD JOHN | OWNER | 1856590 |
| HIXENBAUGH, MARY LYNNE | CHIEF COMPLIANCE OFFICER | 5623080 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
Red Flags
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