Barbara Louise Battin

Current Employers

Confluence Financial Partners

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-08-30

PA RA
APPROVED

Since 2024-08-30

Branch Locations

Cochranton, PA • United States

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

Organization	City	State	From	To
Cashdollar & Associates, Llc	Grove City	PA	02/2011	08/2024
Cetera Advisor Networks Llc	El Segundo	CA	09/2013	08/2024
Confluence Financial Partners	Grove City	PA	08/2024	Present

02/2011 → 08/2024

Cashdollar & Associates, Llc

Grove City, PA
09/2013 → 08/2024

Cetera Advisor Networks Llc

El Segundo, CA
08/2024 → Present

Confluence Financial Partners

Grove City, PA

Other Businesses

1. NAME OF OTHER BUSINESS: COCHRANTON COMMUNITY CHURCH INVESTMENT RELATED: NO ADDRESS: 3993 E CHURCH ST, COCHRANTON, PA, 16314 NATURE OF BUSINESS: RELIGIOUS START DATE: 04/2019 POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: OVERSEE BUDGET AND EXPENSES, AND AUDIT FINANCIAL RECORDS FOR THE CHURCH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-04
S63	Uniform Securities Agent State Law Examination	2012-06-28

S65 Uniform Investment Adviser Law Examination

2024-06-04
S63 Uniform Securities Agent State Law Examination

2012-06-28

Other Names

Barbara Louise Yost
Barbara Louise Yost

View on SEC IAPD