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Investment Adviser Firm Summary

TRUSTMONT ADVISORY GROUP, INC. (CRD# 106015 / SEC# 801-30694)
Alternate Names: CHAPEL HILL CAPITAL MANAGEMENT INC , TRUSTMARK ADVISORY GROUP, INC. , TRUSTMONT ADVISORY GROUP, INC. , TRUSTMONT FINANCIAL GROUP, INC.

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 11/27/1987

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 02/17/2010
California 03/05/2009
Colorado 04/26/2012
Connecticut 01/06/2005
Florida 11/08/2004
Illinois 08/22/2012
Indiana 08/06/2002
Maryland 04/25/2018
Massachusetts 04/29/2009
Michigan 03/01/2010
Minnesota 05/20/2016
Missouri 06/06/2016
New Jersey 08/18/2009
New York 08/22/2008
Ohio 01/29/2001
Pennsylvania 01/29/2001
South Carolina 08/17/2010
Tennessee 07/22/2008
Texas 12/23/2008
Utah 09/10/2009
Vermont 08/06/2014
Virginia 01/24/2008
Washington 01/31/2018
West Virginia 04/25/2018

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser