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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Canonsburg | PA | 04/2017 | 07/2017 |
| University Of Pittsburgh | Pittsburgh | PA | 06/2016 | 04/2017 |
| Raymond James Financial Services. Inc. | Sewickley | PA | 07/2017 | 07/2021 |
| Raymond James Financial Services Advisors Inc. | Sewickley | PA | 08/2017 | 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-28 |
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