Clifford Robert Cashman

Current Employers

Employment History

• 09/1971 → Present
  C.R. Cashman & Associates
  Altoona, PA
• 07/2001 → 06/2024
  Securities America, Inc.
  Altoona, PA
• 07/2001 → 06/2024
  Securities America Advisors, Inc.
  Altoona, PA
• 09/2004 → Present
  The Cashman Financial Group Inc
  Altoona, PA
• 05/2005 → 07/2017
  Everbank
  Jacksonville, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Altoona, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Altoona, PA

Previous Registrations

• 2001-08-09 → 2024-06-14
  Securities America Advisors, Inc.
  Towanda, PA
  Muncy, PA
  Altoona, PA

Other Businesses

1. THE BULL & BEAR INVESTMENT STRATEGIES A DIVISION, MARKETING NAME-- OWNER 2. VITAMIN HEALTH CARE PRODUCTS, WIFE'S BUSINESS NO TIME SPENT 3. ASSET TRANSFER AND SETTLEMENT CO. POSITION: None NATURE: My wife owns a firm Asset Transfer and Settlement Co. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2018 ADDRESS: 2320, Broad Ave. PA 16601 DESCRIPTION: Helps clients complete death claims,address changes,beneficiary change forms. 4. GBU FINANCIAL LIFE POSITION: Board Member NATURE: On an advisory board. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2019 ADDRESS: 4254 Saw Mill Run BLVD., Pittsburgh PA 15227 DESCRIPTION: I meet with other board members every six month to review current life and annuity products of GBU and make suggestions for new products. 5. OFFER MONEY MANAGEMENT POSITION: Make the investment decisions NATURE: INVESTMENT ADVISORY - SECURITIES AMERICA ADVISORS - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 15 START DATE: 07/01/2001 ADDRESS: 2322 Broad Ave., Altoona PA 16601 DESCRIPTION: Offer money management 6. THE CASHMAN FINANCIAL GROUP INC. POSITION: CEO/President/Owner NATURE: 5 THE CASHMAN FINANCIAL GROUP INC- INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/1972 ADDRESS: 2322 Broad Ave., Altoona PA 16601 DESCRIPTION: Market insurance products 7. COACH4RETIREES INC POSITION: CEO, President NATURE: 4 COACH FOR RETIREES INC - MARKETING RETIREMENT SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 03/02/2010 ADDRESS: 2322 Broad Ave., Altoona PA 16601, United States DESCRIPTION: Coach4retirees is a marketing name only.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-25
• S63 Uniform Securities Agent State Law Examination
  1987-03-11