Investment adviser representative · Confluence Financial Partners
David O. Cashdollar
CRD 1011706 · Grove City, PA
At a glance
David O. Cashdollar is an investment adviser representative with Confluence Financial Partners in Grove City, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 1993, about 33 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Confluence Financial PartnersSince August 2024Grove City, PA · $7.8B in regulatory assets
SEC adviser record
- Registered since
- 1993 (33 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.