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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-29 |
| PA | RA | APPROVED | 2021-07-02 |
Branch Locations
115 Erie Street, Grove City, PA 16127 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Pittsburg | PA | 04/2015 | 07/2021 |
| Confluence Financial Partners | Pittsburgh | PA | 06/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Pittsburgh | PA | 04/2015 | 07/2021 |
| Hub International | Pittsburgh | PA | 07/2020 | Present |
| 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-06 |
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