Timothy D. Cashdollar
Professional summary
Timothy David Cashdollar, who also goes by Tim Cashdollar, is a registered financial advisor currently at CONFLUENCE FINANCIAL PARTNERS located in Grove City, Pennsylvania.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Timothy has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy David Cashdollar's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2024 - Present
CONFLUENCE FINANCIAL PARTNERS
Office #1: 115 Erie Street, Grove City, PA 16127September 3, 2013 - September 3, 2024
CETERA WEALTH SERVICES, LLC
January 9, 2008 - September 3, 2013
WALNUT STREET SECURITIES, INC.
January 1, 2002 - January 4, 2008
JOHN HANCOCK DISTRIBUTORS LLC
December 1, 2000 - January 1, 2002
MANULIFE WOOD LOGAN, INC.
Primary Firm SEC Registration
CONFLUENCE FINANCIAL PARTNERS
CRD#: 311980 / SEC#: 801-120711
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/30/2024)
Exams
Current Firm
CONFLUENCE FINANCIAL PARTNERS
CRD#: 311980 / SEC#: 801-120711
Contact information
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,924 |
| AUM (Assets Under Management) | $ 5,454,175,362 |
Red Flags
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