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602 North Front Street, Wormleysburg, PA 17043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-10 |
| PA | RA | APPROVED | 2025-03-10 |
Branch Locations
1550 E Market Street, York, PA 17403 • United States
602 North Front Street, Wormleysburg, PA 17043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 02/2014 | 12/2017 |
| Pnc | Hershey | PA | 01/2018 | 01/2019 |
| Citizens Bank | York | PA | 02/2019 | 12/2020 |
| Lpl Financial Llc | York | PA | 12/2020 | 02/2025 |
| The Financial Advisory Group | York | PA | 01/2021 | 08/2023 |
| The Financial Advisory Group | York | PA | 08/2023 | 02/2025 |
| Private Client Services | Lancaster | PA | 02/2025 | Present |
| Stonebridge Financial Group | York | PA | 02/2025 | Present |
1) Stonebridge Financial Group LLC. 602 N Front St, Wormleysburg, PA 17043. RIA. 175 hrs/mo; all during trading hrs. 2) Financial Planning Association of Central PA. 1131 Sandpiper Ct, Mechanicsburg PA 17050. Networking and financial education for certified financial planners in central PA. Director/Board member-meeting planning. 2 hrs/mo; 2 during trading hrs. Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-26 |
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