Eric William Montgomery

Current Employers

Employment History

• 07/2012 → 01/2018
  Mercer County State Bank
  Sandy Lake, PA
• 01/2018 → 08/2018
  Hill Barth And King
  Meadville, PA
• 09/2018 → 08/2024
  Cashdollar & Associates, Llc
  Grove City, PA
• 01/2017 → Present
  Jackson Center Borough
  Jackson Center, PA
• 01/2006 → 12/2023
  Montgomery'S Hardware Inc.
  Jackson Center, PA
• 09/2018 → 08/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2017 → Present
  Jackson Center Volunteer Fire Company
  Jackson Center, PA
• 01/2019 → Present
  Lakeview Area Public Library
  Sandy Lake, PA
• 06/2023 → 08/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2024 → Present
  Confluence Financial Partners
  Grove City, PA

Previous Registrations

• 2023-06-29 → 2024-08-29
  Cetera Investment Advisers Llc
  Grove City, PA
• 2019-10-29 → 2023-06-29
  Cetera Wealth Services, Llc
  Grove City, PA

Other Businesses

2.NAME OF OTHER BUSINESS: JACKSON CENTER BOROUGH INVESTMENT RELATED: NO ADDRESS: 1229 FRANKLIN ROAD, JACKSON CENTER, PA 16133 NATURE OF BUSINESS: BOOKKEEPING START DATE: 01/2017 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: TREASURER 3.NAME OF OTHER BUSINESS: JACKSON CENTER VOLUNTEER FIRE COMPANY INVESTMENT RELATED: NO ADDRESS: 1234 FRANKLIN ROAD, JACKSON CENTER, PA 16133 NATURE OF BUSINESS: BOOKKEEPING START DATE: 01/2017 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: TREASURER 4.NAME OF OTHER BUSINESS: LAKEVIEW AREA PUBLIC LIBRARY INVESTMENT RELATED: NO ADDRESS: 3265 SOUTH MAIN STREET, SANDY LAKE, PA 16145 NATURE OF BUSINESS: COMMUNITY LIBRARY START DATE: 01/2019 POSITION/TITLE/RELATIONSHIP: MEMBER OF FINANCE COMMITTEE. APX NUMBER OF HOURS PER WEEK: 16 HOURS PER YEAR APX NUMBER OF HOURS DURING TRADING HOURS: 16 HOURS PER YEAR BRIEF DESCRIPTION OF DUTIES: HELPING WITH DIRECTION OF THE LIBRARY 5.NAME OF OTHER BUSINESS: MONTGOMERY'S HARDWARE INC. INVESTMENT RELATED: NO ADDRESS: 1088 FRANKLIN ROAD, JACKSON CENTER, PA 16133 NATURE OF BUSINESS: HARDWARE / POWER EQUIPMENT START DATE: 01/2006 POSITION/TITLE/RELATIONSHIP: BOOKKEEPER / LABORER APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: BOOKKEEPER / LABORER 6. NAME OF OTHER BUSINESS: GROVE CITY AREA CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: 119 SOUTH BROAD STREET GROVE CITY PA 16127; NATURE OF BUSINESS: CHAMBER OF COMMERCE; START DATE: 7/2020 POSITION/TITLE/RELATIONSHIP: BOARD/TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: OVERSEE THE INCOME AND EXPENSE OF ORGANIZATION, PREPARE REPORTS; 7. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 3/2022; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE;

Exams

• S66 Uniform Combined State Law Examination
  2019-09-27
• S63 Uniform Securities Agent State Law Examination
  2019-05-24

Designations