Best Investors
Account
Sign in
Best Investors
Account
Sign in
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
732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
1605 Carmody Court Suite 101, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Canonsburg | PA | 05/2018 | 06/2019 |
| Confluence Financial Partners | Canonsburg | PA | 05/2018 | Present |
| First National Bank | Pittsburgh | PA | 06/2014 | 05/2018 |
| Raymond James Financial Services, Inc. | Canonsburg | PA | 06/2019 | 07/2021 |
| Raymond James Financial Services Advisors, Inc. | Canonsburg | PA | 06/2019 | 07/2021 |
| Hub International | Canonsburg | PA | 07/2020 | Present |
| Confluence Wealth Services, Inc | Pittsburgh | PA | 07/2021 | Present |
1) 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 | 2019-06-06 |
Reach out to this advisor