AUMdb
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David Oliver Cashdollar

CRD 1011706 Certified Financial Planner

Firms

FirmRoleAs of
Confluence Wealth Services, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗