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602 North Front Street, Wormleysburg, PA 17043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-01 |
Branch Locations
602 North Front Street, Wormleysburg, PA 17043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Wormleysburg | PA | 03/2013 | 10/2018 |
| Triad Advisors | Norcross | GA | 10/2018 | 04/2024 |
| Triad Hybrid Solutions | Norcross | GA | 10/2018 | 02/2024 |
| Stonebridge Financial Group, Llc | Wormleysburg | PA | 02/2024 | Present |
| Private Client Services | Wormleysburg | PA | 04/2024 | Present |
1) Stonebridge Financial Group, LLC. 602 N Front Street. RIA. 40 hrs/mo; 40 during trading hrs. 2) Fixed insurance. 602 N Front Street, Wormleysburg, PA 17043. Fixed insurance. Agent. 2 hrs/mo; 0 during trading hours hrs. Non investment related. 3) McCarver Enterprises, Inc. 602 N Front Street, Wormleysburg, PA 17043. Entity that employs myself for securities business; this entity owns 40% of SFG; I am the sole shareholder. 40 hrs/wk; 0 during trading hrs. Investment related. 4) MF Group, LLC. 602 N Front Street, Wormleysburg, PA 17043. Entity that owns real estate that SFG occupies of operates business. Member of entity. 1 hr/mo; 0 during trading hrs. Non investment related. 5) Private Client Services, Investment Related; Wormleysburg, PA 17043; Sell financial products; Registered Representative; 04/2024 Less than 10 hours per month all during trading hours. 6) Stonebridge HR Solutions; Non-investment related; Wormleysburg, PA 17043; Member; reseller and service provider of Paycor payroll software; Less than 5 hours per month during trading hours 7) SBFG Partners LLC. 602 N Front Street, Wormleysburg PA 17043. Entity owned by the same six principal owners of Stonebridge Financial Group. Entity owns a stake in an insurance agency called MPC Insurance Group LLC that offers health and financial security solutions, mostly Medicare plans, life insurance, annuities, and long-term care coverage. 1/6th partner in SBFG Partners LLC that owns a stake in MPC Insurance Group. I perform no official day to day duties at MPC Insurance Group. 0 hrs/mo; 0 during trading hrs. 8) Veterans Outreach of Pennsylvania (VOPA), Legacy Donor Program Fundraising Subcommittee. 1105 South Front St Harrisburg, PA 17104. Veterans Grove a Community for Veterans Experiencing Homelessness - VOPA provides housing and services. Assist a fundraising subcommittee that is tasked with starting a Legacy Donor program and getting $10mm of pledges. 2 hrs/mo; 0 during trading hrs. Not investment related. 9)SBFG Real Estate Partners LLC; Business is not investment related; 602 N. Front St. Wormlesyburg, PA. 17043; Real Estate holding entity for property located at 1550 E. Market ST. York, PA. 17403-this is the additional Stonebridge branch; 16.67% owner; Member of the LLC; Effective 10/01/2025; 1 hour per month; 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-11-03 |
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