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732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-17 |
| TX | RA | APPROVED_RES | 2021-10-29 |
| PA | RA | APPROVED | 2021-07-06 |
Branch Locations
732 E Mcmurray Rd, Mcmurray, PA 15317 • United States
Naples, FL • United States
999 Vanderbilt Beach Rd, Naples, FL 34108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Pittsburgh | PA | 04/2015 | 07/2021 |
| Raymond James Financial Services Advisors Inc. | Pittsburgh | PA | 04/2015 | 07/2021 |
| Hdh Group, Inc. | Canonsburg | PA | 08/2019 | Present |
| Confluence Financial Partners | Pitsburgh | PA | 04/2015 | Present |
| Confluence Wealth Services, Inc | Pittsburgh | PA | 07/2021 | Present |
1) Confluence Financial Partners; 732 E McMurray Rd McMurray PA 15317; Licensed Insurance Agent relating to insurance and/or annuity products & property and casualty insurance needs 2) Children's Hospital of Pittsburgh; Not Investment Related; 200 Lothrop Street Pgh PA 15213; Nature of Business: Hospital; Position: Vice-Chair of the Children's Hospital of Pittsburgh Foundation, Chair of the Development Committee and a Member of the Finance Committee; Start Date 4/2019; Devote 5 hr/month; 2 hr/month during trading hrs; Duties: Build the Foundation and grow the hospital's mission of philanthropy 3) South Hills Catholic Academy; Not Investment Related; 500 Sleepy Hollow Rd Pgh PA 15228 ; Nature of Business: School ; Position: Board Member; Start Date 05/2020 ; Devote 1 hr/month; 0 hr/month during trading hrs; Duties: Build the mission statement 4) Gregory James Ventures LLC ; Venetia, PA ; Nature of the Business: Real Estate Development ; Position/Title: Real Estate Development ; Investment Related: No ; Start Date: 02/01/2018 ; Hours per month devoted to this business: 1 ; Hours per month devoted to this business during trading hours: 0 Description of duties: By a piece of property with my partner, James Wilding (RJFS) to ultimately build new office building.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-30 |
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