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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-29 |
| TX | RA | APPROVED | 2021-10-29 |
| PA | RA | APPROVED | 2021-07-02 |
Branch Locations
732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
1605 Carmody Court Suite 101, Sewickley, PA 15143 • United States
Naples, FL • United States
999 Vanderbilt Beach Rd Ste 200, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Sewickley | PA | 05/2016 | 07/2021 |
| Raymond James Financial Services Advisors Inc. | Sewickley | PA | 06/2016 | 07/2021 |
| Confluence Wealth Services, Inc | Pittsburgh | PA | 07/2021 | Present |
1) Confluence Financial Partners; 1605 Carmody Court Suite 101,Sewickley, PA; Licensed Insurance Agent relating to insurance and/or annuity products & property and casualty insurance needs 2) Member on Board of Director of Neighborhood Resilience Project; Not investment related; Supports the transformation of neighborhoods from trauma affected communities to resilient healing and healthy communities through development; start date 11 5 24; approx 2 hrs/quarter devoted during non trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-14 |
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