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Thomas James Fitzsimmons

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 2026-04-09
  • PA RA
    APPROVED
    Since 2026-04-09

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
Confluence Financial Partners Grove City PA 05/2025 Present
Confluence Financial Partners Grove City PA 09/2024 05/2025
Cashdollar & Associates Grove City PA 06/2024 09/2024
Grove City College Grove City PA 08/2022 05/2024
Krummholz Holdings Llc Cody WY 01/2022 Present
Milliport Sigma Laramie WY 07/2017 07/2022
University Of Wyoming Laramie WY 08/2014 06/2017
  • 05/2025 → Present
    Grove City, PA
  • 09/2024 → 05/2025
    Grove City, PA
  • 06/2024 → 09/2024
    Cashdollar & Associates
    Grove City, PA
  • 08/2022 → 05/2024
    Grove City College
    Grove City, PA
  • 01/2022 → Present
    Krummholz Holdings Llc
    Cody, WY
  • 07/2017 → 07/2022
    Milliport Sigma
    Laramie, WY
  • 08/2014 → 06/2017
    University Of Wyoming
    Laramie, WY
Other Businesses

Krummholz Holdings, LLC 1614 Cedar View Dr Cody WY 82414 Investment Related Partner; Sr Analyst Start: 1 7 2022 14 hrs/month devoted to business 0 hrs during trading hrs Invest in or start businesses chiefly in the petroleum industry; occasionally we are involved in real estate. I serve to evaluate proposed investment opportunities and determine if the investment is in line with our goals; I also assist with documentation and keeping all records in good order.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-09
  • S65 Uniform Investment Adviser Law Examination
    2026-04-09

View on SEC IAPD

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