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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Pittsburgh | PA | 10/2017 | 01/2022 |
| Dan Jenkins | Pittsburgh | PA | 10/2017 | 01/2022 |
| Homemaker | Pittsburgh | PA | 09/2010 | 10/2017 |
| Geoffrey Kasse | Pittsburgh | PA | 10/2017 | 01/2022 |
| Newedge Advisors, Llc. | New Orleans | LA | 01/2022 | 05/2022 |
| Newedge Securities, Inc. | Pittsburgh | PA | 01/2022 | 05/2022 |
| Ewa, Llc | Pittsburgh | PA | 05/2022 | 09/2024 |
| Confluence Financial Partners | Mcmurray | PA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-17 |
| S66 | Uniform Combined State Law Examination | 2002-09-16 |
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