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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-31 |
Branch Locations
1 Ppg Place Ste 2420, Pittsburgh, PA 15222 • United States
732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Private Wealth, Llc | Bridgeville | PA | 06/2014 | 01/2026 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 12/2022 | 01/2026 |
| Kestra Investment Services, Llc | Bridgeville | PA | 05/2026 | 08/2026 |
| Kestra Advisory Services, Llc | Bridgeville | PA | 05/2026 | 08/2026 |
| Unemployed | Bridgeville | PA | 01/2026 | 05/2026 |
| Confluence Financial Partners | Pittsburgh | PA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2011-06-02 |
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