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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greycourt And Co, Inc | Pittsburgh | PA | 01/2016 | 10/2017 |
| Raymond James Financial Services, Inc | Pittsburgh | PA | 10/2017 | 07/2021 |
| Raymond James Financial Services Advisors Inc. | Pittsburgh | PA | 10/2017 | 07/2021 |
| Confluence Wealth Services, Inc | Pittsburgh | PA | 07/2021 | Present |
1) 1412 Community; Co founder of non profit that provides social programs for adults with special needs; 10hrs/month outside of business hours; not investment related; 4 1 26 start date
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-19 |
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