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Kathleen Ann Thornhill

Confluence Financial Partners

Pittsburgh, PA

Mcmurray, PA

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Current Employers
Confluence Financial Partners

732 E Mcmurray Rd, Mcmurray, PA 15317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-07-13
  • PA RA
    APPROVED
    Since 2022-07-13

Branch Locations

1 Ppg Place Suite 2420, Pittsburgh, PA 15222 • United States

732 E Mcmurray Rd, Mcmurray, PA 15317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hefren-Tillotson Pittsburgh PA 06/2016 05/2018
Hefren-Tillotson Pittsburgh PA 06/2018 06/2022
Confluence Financial Partners Pittsburgh PA 07/2022 Present
  • 06/2016 → 05/2018
    Hefren-Tillotson
    Pittsburgh, PA
  • 06/2018 → 06/2022
    Hefren-Tillotson
    Pittsburgh, PA
  • 07/2022 → Present
    Confluence Financial Partners
    Pittsburgh, PA
Previous Registrations
  • 2014-07-01 → 2022-07-06
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-14
S63 Uniform Securities Agent State Law Examination 2013-10-30
  • S65 Uniform Investment Adviser Law Examination
    2014-02-14
  • S63 Uniform Securities Agent State Law Examination
    2013-10-30
Other Names
  • Katie Thornhill
  • Kathleen A Thornhill

View on SEC IAPD

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