Confluence Financial Partners
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 311980
- SEC number
- 801-120711
- Firm type
- RIA
- Assets under management
- $6.8B as of Jun 10, 2026
- Website
- www.confluencefp.com ↗
- Phone
- 724-271-8801
- Address
- 732 E Mcmurray Rd, Mcmurray, PA, 15317
Advisors at this firm
43 in our index · page 1 of 1
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Barbara Louise BattinCRD 5902735 · Grove City, PAIA RegisteredRegistration inactive
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Brandon BeckCRD 5168802 · Naples, FLIA RegisteredDisclosure event(s) on record
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Stephanie G BogdenCRD 4558684 · Mcmurray, PAIA RegisteredRegistration inactive
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David Oliver CashdollarCRD 1011706 · Grove City, PAIA RegisteredRegistration inactive
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Timothy David CashdollarCRD 4168667 · Grove City, PAIA RegisteredRegistration inactive
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Brandon Christopher CorlettCRD 5987965 · Mcmurray, PAIA RegisteredRegistration inactive
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Jackson Arthur ElizondoCRD 7067869 · Pittsburgh, PAIA RegisteredRegistration inactive
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George M EpitropoulosCRD 7933383 · Pittsburgh, PAIA Registered
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Loren Paul FiffikCRD 4192103 · Pittsburgh, PAIA RegisteredRegistration inactive
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Paul Leonard FreyCRD 2618343 · Mcmurray, PAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Thomas James FitzsimmonsCRD 7955435 · Grove City, PAIA Registered
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Nathan Ryan GarciaCRD 4371490 · Sewickley, PAIA RegisteredRegistration inactive
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David Anthony GraverCRD 4923427 · Pittsburgh, PAIA RegisteredRegistration inactive
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Randall Jack HolcombeCRD 6368503 · Grove City, PAIA RegisteredRegistration inactive
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Steven R HykesCRD 4650050 · Grove City, PAIA RegisteredRegistration inactive
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Jonathan Harper JordanCRD 6240309 · Pittsburgh, PAIA RegisteredRegistration inactive
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Sophia Cosette KannCRD 7259985 · Grove City, PAIA Registered
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Kurt Edward KimmichCRD 2278503 · Pittsburgh, PAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Charles KoliasCRD 2236103 · Sewickley, PAIA RegisteredRegistration inactive
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Matthew J KimmichCRD 7956413 · Pittsburgh, PAIA Registered
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Morgan Christopher LeeCRD 6972118 · Mcmurray, PAIA RegisteredRegistration inactive
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Katherine Mary MontagazziCRD 6958578 · Sewickley, PAIA RegisteredRegistration inactive
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Eric William MontgomeryCRD 7030367 · Grove City, PAIA RegisteredRegistration inactive
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Brody MullCRD 8210198 · Pittsburgh, PAIA Registered
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Jared NicholsonCRD 8060489 · Mcmurray, PAIA Registered
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Melissa Alice PiroskoCRD 7463903 · Mcmurray, PAIA Registered
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Nicklaus Anthony ProudCRD 7284133 · Mcmurray, PAIA RegisteredRegistration inactive
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Brian William RipleyCRD 4270614 · Mcmurray, PAIA RegisteredRegistration inactive
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Scott Michael RogowiczCRD 5404283 · Mcmurray, PAIA RegisteredRegistration inactive
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Neil Patrick RongausCRD 4624174 · Mcmurray, PAIA RegisteredRegistration inactive
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Dylen Joseph RobertsCRD 8139917 · Mcmurray, PAIA Registered
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Zachery Steven SaundersCRD 6785476 · Sewickley, PAIA RegisteredRegistration inactive
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Jacob StotskyCRD 7565497 · Sewickley, PAIA Registered
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Joseph Anthony TabakaCRD 4047240 · Sewickley, PAIA RegisteredRegistration inactive
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Kathleen Ann ThornhillCRD 6108382 · Pittsburgh, PAIA RegisteredRegistration inactive
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Michael Thomas TouscanyCRD 2115465 · Mcmurray, PAIA RegisteredRegistration inactive
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Corey Eric TaylorCRD 7359976 · Mcmurray, PAIA Registered
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Gregory Joseph WeimerCRD 7116190 · Mcmurray, PAIA RegisteredRegistration inactive
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Gregory Joseph WeimerCRD 1528413 · Mcmurray, PAIA RegisteredRegistration inactiveDisclosure event(s) on record
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William Richard WinkelerCRD 5668815 · Mcmurray, PAIA Registered
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Richard Jerome WingertsahnCRD 7759802 · Grove City, PAIA Registered
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Charles Thomas ZiantsCRD 6744108 · Mcmurray, PAIA RegisteredRegistration inactive
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Charles Robert ZuzakCRD 5370061 · Pittsburgh, PAIA RegisteredRegistration inactive
1–43 of 43
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 311980 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.