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Current Employers
Confluence Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-30
  • PA RA
    APPROVED
    Since 2024-08-30

Branch Locations

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

115 Erie Street, Grove City, PA 16127 • 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
Cashdollar & Associates Grove City PA 03/2003 08/2024
Cetera Advisor Networks Llc El Segundo CA 09/2013 08/2024
Cetera Investment Advisers Llc Schaumburg IL 06/2023 08/2024
Confluence Financial Partners Grove City PA 08/2024 Present
Previous Registrations
  • 2023-06-29 → 2024-08-29
    Grove City, PA
  • 2013-09-03 → 2023-06-29
    Cetera Wealth Services, Llc
    Cleveland, OH
    Grove City, PA
  • 2010-08-30 → 2013-09-03
    Walnut Street Securities, Inc.
    Grove City, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-01
S63 Uniform Securities Agent State Law Examination 2007-09-21
  • S66 Uniform Combined State Law Examination
    2010-04-01
  • S63 Uniform Securities Agent State Law Examination
    2007-09-21
Other Names
  • Steven R. Hykes

View on SEC IAPD

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