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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
732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
One Ppg Place Suite 2420, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Air Force | Moon | PA | 07/2015 | Present |
| Raymond James Financial Services, Inc | Pittsburgh | PA | 01/2019 | 05/2019 |
| Raymond James Financial Services, Inc | Pittsburgh | PA | 05/2019 | 07/2021 |
| Raymond James Financial Services Advisors Inc. | Pittsburgh | PA | 07/2019 | 07/2021 |
| Confluence Wealth Services, Inc | Pittsburgh | PA | 07/2021 | Present |
1)Name of Business : US Air Force Reserve ; Address: Moon, PA ; Nature of the Business: Military ; Position/Title: Military ; Investment Related: No ; Start Date: 07/01/2019 ; Hours per month devoted to this business: 16 ; Hours per month devoted to this business during trading hours: 0 ; Description of duties: Force Support Officer 2) Confluence Financial Partners; 1 PPG Place Ste 2420 Pittsburgh PA 15222 ; Licensed Insurance Agent relating to insurance and/or annuity products & property and casualty insurance needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-25 |
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