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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 Ct Suite 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. | Sewickley | PA | 05/2016 | 07/2021 |
| Raymond James Financial Services Advisors Inc. | Sewickley | PA | 06/2016 | 07/2021 |
| Confluence Wealth Services, Inc. | Pittsburgh | PA | 07/2021 | Present |
1) Confluence Financial Partners; 1605 Carmody Court Suite 101,Sewickley, PA; Licensed Insurance Agent relating to insurance and/or annuity products & property and casualty insurance needs 2) JAM Tabaka; Author of fiction fantasy novels; Not Investment Related; start date 6 1 26; 40hrs/month outside of trading hours 3) Central Catholic High School and Letterman's Club; President; Not Investment Related; start date 5 1 26; 2hrs/month outside of trading hours; Heads board in conjunction with school to raise money and award grants to sports teams and clubs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-12 |
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