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Confluence Financial Partners CRD 311980
$6.84B regulatory AUM 38 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Young | Pittsburgh | PA | 07/2014 | 04/2019 |
| Raymond James Financial Services, Inc | Canonsburg | PA | 05/2019 | 07/2021 |
| Raymond James Financial Services Advisors Inc. | Canonsburg | PA | 07/2019 | 07/2021 |
| Confluence Financial Partners | Canonsburg | PA | 07/2019 | Present |
| 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 | 2019-07-25 |
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