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Dylen Joseph Roberts

Confluence Financial Partners

Mcmurray, PA

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Current Employers
Confluence Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-25
  • PA RA
    APPROVED
    Since 2025-08-25

Branch Locations

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
Confluence Financial Partners Pittsburgh PA 01/2025 Present
Carnegie Mellon Pittsburgh PA 08/2020 12/2024
Capistrano Valley Christian School San Juan Capistrano CA 08/2016 05/2020
  • 01/2025 → Present
    Confluence Financial Partners
    Pittsburgh, PA
  • 08/2020 → 12/2024
    Carnegie Mellon
    Pittsburgh, PA
  • 08/2016 → 05/2020
    Capistrano Valley Christian School
    San Juan Capistrano, CA
Other Businesses

1) Landlord 2) No 3) 217 Burdline Ave Pgh PA 4) Landlord 5) Landlord 6) 9/9/2025 7) 4hrs/month 8) 0 hrs during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-25
  • S65 Uniform Investment Adviser Law Examination
    2025-08-25

View on SEC IAPD

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Other Offices

STRATOS WEALTH PARTNERS, LTD · McMurray, PA
OSAIC WEALTH, INC. · MCMURRAY, PA
ILG PRIVATE WEALTH, INC. · MCMURRAY, PA
CETERA INVESTMENT ADVISERS LLC · CANONSBURG, PA
LPL ENTERPRISE, LLC · MCMURRAY, PA
LPL FINANCIAL LLC · MCMURRAY, PA
J.P. MORGAN SECURITIES LLC · Canonsburg, PA
LPL ENTERPRISE, LLC · MCMURRAY, PA

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