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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-28 |
Branch Locations
732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
115 Erie Street, Grove City, PA 16127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Wealth Advisors Llc | Pittsburgh | PA | 06/2023 | 05/2025 |
| Bny Mellon, N.A. | Pittsburgh | PA | 07/2018 | 06/2023 |
| Panera Bread Co | Pittsburgh | PA | 09/2016 | 07/2018 |
| Denny's Diner | Pittsburgh | PA | 08/2010 | 09/2016 |
| Confluence Financial Partners | Pittsburgh | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-29 |
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