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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Confluence Financial Partners | Mcmurray | PA | 11/2021 | Present |
| Golden Court Inc | Venetia | PA | 01/2013 | 12/2016 |
| Self Employed | Venetia | PA | 01/2003 | Present |
1. Real estate investor; Self employed/Owner; Investment related; 314 Buckingham Dr, Venetia PA 15367; Started 01/2003; 4 hours per month. 2. Rodan & Fields; Independent Consultant; Non Investment Related; 60 Spear St, San Francisco CA; Started 02/2016; 1 hour per month. 3. Green Compass; Independent Advocate; Not Investment Related; 1121 Military Cutoff Rd, Suite C339, Wilmington NC; Started 09/2020; 2 hours per month 4. Confluence Financial Partners; 732 E McMurray Rd, McMurray PA; Licensed Insurance Agent relating to insurance and/or annuity products & property and casualty insurance needs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-08 |
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