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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 |
|---|---|---|---|---|
| Econ Wealth Management Llc | Harrisburg | PA | 10/2015 | 01/2018 |
| Wells Fargo Advisors Financial Network, Llc | Wormleysburg | PA | 01/2018 | 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) Hospice of Central PA/Choices Healthcare. 1320 Linglestown Road, Harrisburg, PA 17110. Non-profit hospice organization. Member of marketing and investment committees. Attend quarterly meetings and provide input. No control or compensation. 1 hr/mo; 1 during trading hrs. Investment related. 2) Stonebridge Financial Group. 602 N Front St, Wormleysburg, PA 17043. RIA. 175 hrs/mo; 175 during trading hrs. 3) Open Stage. 25 N Court St, Harrisburg, PA 17101. Open Stage is a regional professional theatre and educational program dedicated to presenting diverse offerings of thought-provoking theatre. Boat member, attend board meetings, help with fundraising and volunteering at events. 1 hr/mo; 0 during trading hrs. Not investment related. 4) Private Client Services, Investment Related; Wormleysburg, PA 17043; Sell financial products; Licensed Admin; 04/2024 Less than 10 hours per month all during trading hours. 5) 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 6) 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. 7) Bishop McDevitt High School Board. 1 Crusader Way, Harrisburg, PA 17111. Catholic High School. Board Member. Attend meetings, participate in votes for normal business. 2 hrs/mo; 0 during trading hrs. Not investment related. 8) SBFG Real Estate Partners LLC; Business in not investment related;602 N. Front ST. Wormleysburg PA 17043; Real Estate holding entity for property located at 1550 E. Market St York PA17403; 16.67% Owner; 1 hour a month; 0 hours during trading hours; Member of the LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-31 |
| S66 | Uniform Combined State Law Examination | 2007-08-07 |
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