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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_RES | 2021-10-29 |
| PA | RA | APPROVED | 2021-07-06 |
Branch Locations
732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
One Ppg Place Suite 2420, Pittsburgh, PA 15222 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Pittsburgh | PA | 04/2015 | 07/2021 |
| Raymond James Financial Services Advisors Inc. | Pittsburgh | PA | 04/2015 | 07/2021 |
| Poa For My Father | Export | PA | 10/2017 | 09/2019 |
| Confluence Wealth Services, Inc. | Pittsburgh | PA | 07/2021 | Present |
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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-10 |
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