Best Investors Account Sign in
Current Employers
Confluence Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-15
  • PA RA
    APPROVED
    Since 2025-10-15

Branch Locations

1 Ppg Place Ste 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
Lpl Financial Llc Pittsburgh PA 06/2013 02/2019
Global Retirement Partners, Llc Pittsburgh PA 06/2017 02/2019
Kestra Financial, Inc. Pittsburgh PA 03/2019 07/2021
Fort Pitt Capital Group Llc Pittsburgh PA 07/2021 04/2023
Usi Consulting Group Glastonbury CT 05/2023 10/2025
Usi Securities Glastonbury CT 05/2023 10/2025
Confluence Financial Partners Pittsburgh PA 10/2025 Present
  • 06/2013 → 02/2019
    Lpl Financial Llc
    Pittsburgh, PA
  • 06/2017 → 02/2019
    Pittsburgh, PA
  • 03/2019 → 07/2021
    Kestra Financial, Inc.
    Pittsburgh, PA
  • 07/2021 → 04/2023
    Fort Pitt Capital Group Llc
    Pittsburgh, PA
  • 05/2023 → 10/2025
    Usi Consulting Group
    Glastonbury, CT
  • 05/2023 → 10/2025
    Usi Securities
    Glastonbury, CT
  • 10/2025 → Present
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-07-08
  • S63 Uniform Securities Agent State Law Examination
    2005-07-08

View on SEC IAPD

More in Pittsburgh, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor