Stephen Andrew Mcbride

Current Employers

Employment History

• 07/2005 → 11/2017
  Lpl Financial Llc (Formerly; Linsco Private Ledger)
  Kenton, OH
• 11/2017 → 05/2025
  Heritage Wealth Partners, Llc
  Dublin, OH
• 11/2017 → Present
  Private Client Services
  Louisville, KY
• 05/2025 → Present
  Heritage Wealth Group
  Kenton, OH

Previous Registrations

• 2017-11-21 → 2025-07-10
  Heritage Wealth Partners, Llc
  Kenton, OH
  Dublin, OH
• 2006-03-13 → 2017-11-28
  Lpl Financial Llc
  Carey, OH
  Kenton, OH
• 2005-01-11 → 2005-07-13
  Regis Asset Management Llc
  Sunbury, OH

Other Businesses

(1) 7/18/2008 - NON-VARIABLE INSURANCE DBA - MCBRIDE FINANCIAL SERVICES - INSURANCE PLANNING THAT COINCIDES WITH FINANCIAL PLANNING. - TIME SPENT 35% - KENTON, OH. (2) 2/23/2009 - COMMUNITY, CIVIC AND CHARITABLE BOARD - HARDIN COUNTY CHAMBER AND BUSINESS ALLIANCE - SIT ON THE FINANCE/HR COMMITTEE FOR THE COUNTY CHAMBER AND BUSINESS ALLIANCE. WILL NOT BE A BOARD MEMBER BUT WILL RECOMMEND COURSE OF ACTION FOR BOARD IN REGARDS TO BUDGET, AND SALARIES/BONUSES. - 1% OF TIME SPENT (3) 03/09/2015: NWO PENN HOLDINGS - INV REL - RESTURANT FRANCHISE - START 03/15/2015 - 4 HR/MO NONE DURING SECS TRDG HRS - PENN STATION EAST COAST SUBS FRANCHISE OWNER (4) 10/11/2017: McBride Family Farm - Investment Related - 6122 County Road 195, Forest, Ohio 45843 - Other-Farm - Started 09/15/1999 - 15 Hours Per Month/1 Hour During Securities Trading - MANAGE FAMILY FARM. (5) 10/18/2017: Consolidated Restaurant Enterprises, LLC - Not Investment Related - Location: Unknown at this time. - Other-Business Owner - Co-owner - Started 10/02/2017 - 3 Hours Per Month/0 Hours During Securities Trading - Business that will own and operate Marco's Pizza Franchise. (6) McBride Financial Services- 11/2017 - Kenton, OH - owner/FINANCIAL planner - 40+ HOURS/WK DURING TRADING HOURS. FINANCIAL ADVISING SERVICES. 7) Walnut Grove UMC Board of Trustees, 13502 Township Rd 80, Kenton, OH 43326. Chair of Church board. 1 hr/month not during trading hrs. Non-investment related. 8) Hardin County Society for Crippled Children, PO Box 793 Kenton, OH 43326. Board member of non-profit. 1/2 hr/month during trading hrs. non-investment related. 9) Friends of John Cross, county co-chair for non-profit political campaign. 8 N Main Street, Kenton, OH 43326 1 hr/month, not during trading hrs. non-investment related. 10) Assistant Coach of Riverdale Girls Basketball Team. 20613 SR 37, Mt Blanchard, OH 45867. Assistant Coach, coaching basketball. Approx 27 hrs/mo; 0 during trading hrs. 11) Heritage Wealth Group, DBA shared with Bradbury Wealth Management for RIA business. 405 N. Main Street, Suite A, Kenton, OH 43326. 149 hrs/mo, 120 during trading hrs. Effective 05/2025

Exams

• S66 Uniform Combined State Law Examination
  2006-03-21

Designations

Other Names

• Andy Mcbride