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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laguna Wealth Services | Corpus Christi | TX | 04/2016 | 02/2017 |
| Raymond James Financial Services, Inc. | Pittsburgh | PA | 08/2016 | 06/2019 |
| Raymond James Financial Services Advisors Inc. | Pittsburgh | PA | 08/2016 | 06/2019 |
| Laguna Wealth Strategies | Corpus Christi | UT | 04/2016 | 02/2017 |
| Summit Bank | Pittsburgh | PA | 02/2017 | 06/2019 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 07/2019 | 07/2020 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 07/2020 | 12/2021 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 12/2021 | 04/2025 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 04/2025 | 07/2026 |
| Confluence Financial Partners | Mcmurray | PA | 07/2026 | Present |
1) Insurance agent; investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017; started 03/09/2018; approximately 1-2 hours per month during securities trading hours. 2)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-17 |
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