David O. Cashdollar

CONFLUENCE FINANCIAL PARTNERS

Grove City, PA 16127

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CRD#: 1011706

Professional summary

David Oliver Cashdollar, CFP®, who also goes by Dave Cashdollar, is a registered financial advisor currently at CONFLUENCE FINANCIAL PARTNERS located in Grove City, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. David has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Cashdollar

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(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 ; APX NUMBER OF HOURS PER WEEK: 1-2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2 ; BRIEF DESCRIPTION OF DUTIES: REVIEW INVESTMENT ALLOCATIONS, IPS, FUNDRAISING NEEDS, RETIREMENT PLANS, ETC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Oliver Cashdollar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1983

Experience

Current

August 29, 2024 - Present

CONFLUENCE FINANCIAL PARTNERS

Office #1: 115 Erie Street, Grove City, PA 16127

RIA

CRD#: 311980

Grove City, PA

Past

June 29, 2023 - August 29, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

GROVE CITY, PA

Past

September 3, 2013 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

GROVE CITY, PA

Past

September 3, 2013 - August 29, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

GROVE CITY, PA

Past

July 26, 2007 - September 3, 2013

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

GROVE CITY, PA

Past

August 1, 2003 - September 3, 2013

WALNUT STREET SECURITIES, INC.

CRD#: 15840

GROVE CITY, PA

Past

January 25, 1993 - January 24, 2003

NATHAN & LEWIS SECURITIES, INC.

RIA

CRD#: 8503

GROVE CITY, PA

Past

January 25, 1993 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

March 25, 1992 - April 16, 2002

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

November 20, 1981 - February 3, 1993

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONFLUENCE FINANCIAL PARTNERS

CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, INC. | CONFLUENCE FINANCIAL PARTNERS, INC.

CRD#: 311980 / SEC#: 801-120711

RIA

Registered Investment Advisory firm - (4/5/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/29/2024)

IAR

South Carolina
(8/29/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/10/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/15/1983

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 4/28/1982

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 11/16/1981

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/27/1999

General Securities Principal Examination

Current Firm

CONFLUENCE FINANCIAL PARTNERS

CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, INC. | CONFLUENCE FINANCIAL PARTNERS, INC.

CRD#: 311980 / SEC#: 801-120711

RIA

Registered Investment Advisory firm - (4/5/2021 Approved)

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Contact information

Main Address

732 E Mcmurray Rd, Mcmurray, PA 15317

Mailing Address

Phone number

(724) 271-8801

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CONFLUENCE PART 2A DISCLOSURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	12,924
AUM (Assets Under Management)	$ 5,454,175,362

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David O. Cashdollar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Oliver Cashdollar's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

JOHN HANCOCK DISTRIBUTORS LLC

GREEN HILL FINANCIAL SERVICE CORPORATION

Primary Firm SEC Registration

CONFLUENCE FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 2/10/1982

SIE

Date: 10/1/2018

Series 7

Date: 1/15/1983

Series 22

Date: 4/28/1982

Series 6

Date: 11/16/1981

Series 24

Date: 4/27/1999

Current Firm

CONFLUENCE FINANCIAL PARTNERS

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONFLUENCE FINANCIAL PARTNERS

TRUST BUT VERIFY

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