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100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-02 |
Branch Locations
100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 12/2009 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2009 | 03/2026 |
| Stonebridge Financial Group, Llc | San Rafael | CA | 03/2026 | Present |
| Simplicity Investments | Summit | NJ | 04/2026 | Present |
1.) STONEBRIDGE FINANCIAL GROUP LLC - 3/1/26 - 100 Smith Ranch Road, San Rafael, CA 94903 - Principal, Financial advising, Invt Rel, Financial services company, 160 hrs.mo; 100 hrs/mo (during trading hours). 2.) CHR Partners - 1/1/2008 - 13424 Chalkhill Road Healdsburg, CA 95448 - Partner, Passive, Not Invt Rel, 10 hrs/mo; 0 hrs/mo (during trading hours). 3.) BoomerBaby - 10/15/2020 - 18 E Blithedale, Ste 24, Mill Valley, CA 94941 - Partner, Passive investor and board member in Medicare insurance brokerage, Not Invt Rel, Consultant, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-15 |
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