MS

Michael T. Slifer

TRUSTMONT FINANCIAL GROUP
Greensburg, PA 15601
Some features on this profile are disabled
CRD#: 7366536
MS

Professional summary


Michael Thomas Slifer is a registered financial professional currently at TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2025. Michael has worked at 1 firm and has passed the Series 6TO and SIE 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.

CRS (Client Relationship Summary) - BD


Click below to view Michael Thomas Slifer'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

August 29, 2025 - 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

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 6TO
Date: 8/29/2025
Investment Company Products/Variable Contracts Representative Examination
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

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

TRUST BUT VERIFY

Monitor Michael Slifer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Adam J Ausloos
Adam AusloosAdvisorCheck Check Mark
ADVICEWORKS WEALTH ADVISORS
PR
SARASOTA, FL
TN
Teddy NgangaAdvisorCheck Check Mark
VANGUARD MARKETING CORPORATION
RR
SCOTTSDALE, AZ
Douglas Maurice Applegate
Douglas ApplegateAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IAR
RR
Centennial, CO
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.