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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-29 |
| PA | RA | APPROVED | 2021-07-02 |
Branch Locations
732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
1605 Carmody Court Ste 101, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Pittsburgh | PA | 03/2019 | 07/2021 |
| Raymond James Financial Services Advisor, Inc | Pittsburgh | PA | 03/2019 | 07/2021 |
| Confluence Wealth Services, Inc | Pittsburgh | PA | 07/2021 | Present |
| Pnc Brokerage Corp | Pittsburgh | PA | 01/2001 | 03/2019 |
Confluence Financial Partners; 1 PPG Place Ste 2420,Pittsburgh, PA 15222; Licensed Insurance Agent relating to insurance and/or annuity products & property and casualty insurance needs; North Montour Road Land Partners LLC, Not investment Related, 1272 Mars Evans City Rd Evans City PA 16033, Real Estate-engage in sale of residential lots, Non managing Member, 3/1/26, 0 hours North Montour Rd Land Partners LLC; 1272 Mars Evans City Rd Evans City PA 16033; Real Estate ; Non Managing Member; Capital Contribution; 0 hours during business & trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-04 |
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