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Timothy David Cashdollar

Confluence Financial Partners

Grove City, 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 2024-08-30
  • PA RA
    APPROVED
    Since 2024-08-30

Branch Locations

115 Erie Street, Grove City, PA 16127 • 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
Cetera Advisor Networks Llc El Segundo CA 09/2013 08/2024
Cashdollar & Associates, Llc Grove City PA 04/2010 08/2024
Confluence Financial Partners Sewickley PA 08/2024 Present
  • 09/2013 → 08/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 04/2010 → 08/2024
    Cashdollar & Associates, Llc
    Grove City, PA
  • 08/2024 → Present
    Confluence Financial Partners
    Sewickley, PA
Other Businesses

(1) INDEPENDENT INSURANCE AGENT FIXED ANNUITIES & LIFE PRODUCTS FOR 40HRS/WK & 2HRS EVENING & WKENDS SINCE 12/2011

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-28
S63 Uniform Securities Agent State Law Examination 2001-08-06
  • S65 Uniform Investment Adviser Law Examination
    2024-08-28
  • S63 Uniform Securities Agent State Law Examination
    2001-08-06
Other Names
  • Tim Cashdollar

View on SEC IAPD

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Other Offices

EDWARD JONES · GROVE CITY, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GROVE CITY, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Grove City, PA
EDWARD JONES · GROVE CITY, PA
OSAIC INSTITUTIONS, INC. · GROVE CITY, PA
CETERA INVESTMENT ADVISERS LLC · GROVE CITY, PA
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