David Oliver Cashdollar

Current Employers

Employment History

• 01/2004 → 08/2024
  Cashdollar & Associates, Llc
  Grove City, PA
• 09/2013 → 08/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 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
  Kiawah Island, SC
• 2013-09-03 → 2023-06-29
  Cetera Wealth Services, Llc
  Grove City, PA
  Kiawah Island, SC
• 2007-07-26 → 2013-09-03
  Walnut Street Securities, Inc.
  Grove City, PA
• 1993-01-25 → 2003-01-24
  Nathan & Lewis Securities, Inc.
  Grove City, PA

Other Businesses

(1) INDEPENDENT INSURANCE AGENT (DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE) 40 SECURITIES TRADING HOURS WEEKLY, 2 NON SECURITIES TRADING HOURS WEEKLY, START DATE 7/1979 (2) D & J ENTERPRISES - OWNER/PARTNER- RENTAL REAL ESTATE - 2 SECURITIES TRADING HOURS WEEKLY, 2 NON SECURITIES TRADING HOURS WEEKLY, START DATE 1/1979 (3) NAME OF OTHER BUSINESS: GROVE CITY COLLEGE ; INVESTMENT RELATED: NO; ADDRESS: 100 CAMPUS DRIVE, GROVE CITY, PA 16127 ; NATURE OF BUSINESS: EDUCATION ; START DATE: 07/2006 ; POSITION/TITLE/RELATIONSHIP: TRUSTEE of Investment committee, Advancement Committee and Retirement Committee ; APX NUMBER OF HOURS PER WEEK: 1-2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2 ; BRIEF DESCRIPTION OF DUTIES: Investment Committee: develop a list of donors that may support Grove City College’s objectives. Once identified, assist in securing donations from the individual or corporate entity; Advancement Committee: Primary activity is to develop a list of donors that may support Grove City College’s objectives. Once identified, assist in securing donations from the individual or corporate entity; Retirement Committee: Oversee the financial advisor on plan design and review of investment portfolio, risk & reward appropriate for investment objective. 1) Review Defined benefit pension – frozen, to be paid out. 2) Review 403b defined contribution plan, investment line-up and their performances, return vs volatility. Review plan design, monitor to bein compliance with laws, have secured an advisory group to complete for both plan design and investment monitoring.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-02-10

Designations

Other Names

• Dave Cashdollar