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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-07 |
| PA | RA | APPROVED | 2021-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Pittsburgh | PA | 01/2019 | 05/2019 |
| Confluence Financial Partners | Pittsburgh | PA | 01/2019 | Present |
| Miami University | Oxford | OH | 08/2014 | 12/2018 |
| Bank Of America Merrill Lynch | Pittsburgh | PA | 06/2018 | 08/2018 |
| St. Clair Country Club | Pittsburgh | PA | 05/2018 | 08/2018 |
| Pete Donati & Sons | Pittsburgh | PA | 12/2017 | 01/2018 |
| Evidon Inc | New York | NY | 05/2017 | 07/2017 |
| Pete Donati & Sons | Pittsburgh | PA | 12/2016 | 01/2017 |
| Raymond James Financial Services, Inc. | Pittsburgh | PA | 05/2019 | 07/2021 |
| Raymond James Financial Services Advisor, Inc. | Pittsburg | PA | 11/2019 | 07/2021 |
| Confluence Wealth Services, Inc. | Pittsburgh | PA | 07/2021 | Present |
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 | 2019-11-25 |
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