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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-14 |
Branch Locations
732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
1 Ppg Place Ste 2420, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Distribution Services | Milwaukee | WI | 04/2016 | 11/2016 |
| Matthew Blocki | Pittsburgh | PA | 12/2016 | 04/2017 |
| Northwestern Mutual Investment Services, Llc | Pittsburgh | PA | 12/2016 | 12/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2017 | 12/2018 |
| Matthew Blocki | Pittsburgh | PA | 04/2017 | 12/2018 |
| Mcmahon Financial Advisors, Llc | Pittsburgh | PA | 01/2019 | 08/2021 |
| Jfs Wealth Advisors, Llc | Pittsburgh | PA | 08/2021 | 06/2024 |
| Confluence Financial Partners | Pittsburgh | PA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-17 |
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