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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pittsburgh | PA | 08/2012 | 04/2018 |
| Stifel Nicolaus & Co Inc | Pittsburgh | PA | 04/2018 | 06/2022 |
| Confluence Financial Partners | Mcmurray | PA | 06/2022 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; PITTSBURGH, PA; OWNER / LANDLORD; START DATE 1/2006; 3 HRS PER MONTH; 0 HRS DURING TRADING. DUTIES INCLUDE MANAGING RENTAL PROPERTY. Confluence Financial Partners; 732 E McMurray Rd McMurray, PA 15317; Licensed Insurance Agent relating to insurance and/or annuity products & property and casualty insurance needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-18 |
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