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Current Employers
Confluence Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-29
  • PA RA
    APPROVED
    Since 2026-01-29

Branch Locations

1 Ppg Place Ste 2420, Pittsburgh, PA 15222 • United States

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 06/2025 Present
University Of Pittsburgh Pittsburgh PA 09/2021 05/2025
Student Charlotte NC 07/2003 09/2021
  • 06/2025 → Present
    Pittsburgh, PA
  • 09/2021 → 05/2025
    University Of Pittsburgh
    Pittsburgh, PA
  • 07/2003 → 09/2021
    Student
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-29
  • S65 Uniform Investment Adviser Law Examination
    2026-01-29

View on SEC IAPD

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