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George M Epitropoulos

Confluence Financial Partners

Pittsburgh, PA

Mcmurray, PA

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Current Employers
Confluence Financial Partners

732 E Mcmurray Rd, Mcmurray, PA 15317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-10
  • PA RA
    APPROVED
    Since 2024-06-10

Branch Locations

1 Ppg Place Ste 2420, Pittsburgh, PA 15222 • United States

732 E Mcmurray Rd, Mcmurray, PA 15317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Confluence Financial Partners Sewickley PA 03/2024 Present
Bny Mellon Pittsburgh PA 05/2016 02/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-08
  • S65 Uniform Investment Adviser Law Examination
    2024-06-08
Designations

View on SEC IAPD

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