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Current Employers
Confluence Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-28
PA RA APPROVED 2024-08-24
  • TX RA
    APPROVED
    Since 2026-01-28
  • PA RA
    APPROVED
    Since 2024-08-24

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 Pittsburgh PA 01/2024 Present
The Intelligence And Security Academy Zelienople PA 06/2023 08/2023
Bon Appetit Management Co Grove City PA 01/2023 05/2023
Grove City College Grove City PA 08/2022 05/2023
Grove City College Grove City PA 08/2019 12/2023
Franklin Regional School Murrysville PA 07/2014 07/2019
  • 01/2024 → Present
    Pittsburgh, PA
  • 06/2023 → 08/2023
    The Intelligence And Security Academy
    Zelienople, PA
  • 01/2023 → 05/2023
    Bon Appetit Management Co
    Grove City, PA
  • 08/2022 → 05/2023
    Grove City College
    Grove City, PA
  • 08/2019 → 12/2023
    Grove City College
    Grove City, PA
  • 07/2014 → 07/2019
    Franklin Regional School
    Murrysville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-24
  • S65 Uniform Investment Adviser Law Examination
    2024-08-24
Designations

View on SEC IAPD

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