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602 North Front Street, Wormleysburg, PA 17043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-02 |
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 | 12/2023 |
| Stonebridge Financial Group, Llc | Wormleysburg | PA | 01/2024 | Present |
| Private Client Services | Lancaster | PA | 04/2024 | Present |
| Stonebridge Hr Solutions | Wormleysburg | PA | 11/2024 | Present |
1) Pennsylvania DeMolay Treasurer. 1244 Bainbridge Rd, Elizabethtown, PA 17022. This is a fraternity for boys 12-21 years of age. State Treasurer-monitor the investment account that is managed by external advisor on behalf of the organization. 1 hr/mo; 1 during trading hrs. 2) Stonebridge Financial Group. 602 N Front St, Wormleysburg, PA 17043. RIA. 167 hrs/mo; 167during trading hrs. 3) 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. 4) Stonebridge HR Solutions; Non-investment related; Wormleysburg, PA 17043; Operations; reseller and service provider of Paycor payroll software; Approximately 10 hours per week during trading hours 5) 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. 6)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 | 2007-08-22 |
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