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Current Employers
Stonebridge Financial Group, Llc

602 North Front Street, Wormleysburg, PA 17043 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-14
  • PA RA
    APPROVED
    Since 2026-01-14

Branch Locations

602 North Front Street, Wormleysburg, PA 17043 • United States

26A E Roseville Road, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Regal Wealth Advisors Stevens PA 01/2020 01/2026
J.W. Cole Advisors, Inc. Tampa FL 05/2021 05/2024
Bay To Gulf Holdings Tampa FL 04/2019 07/2019
Dsw Tampa AL 10/2017 08/2018
Domino's Ephrata PA 11/2014 12/2017
University Of Tampa Tampa FL 10/2016 01/2017
Student Tampa FL 05/2011 10/2016
Student Tampa FL 07/2019 01/2020
University Of Tampa Tampa FL 08/2018 04/2019
J.W. Cole Advisors, Inc. Tampa FL 09/2024 01/2026
J.W. Cole Financial, Inc. Tampa FL 09/2024 01/2026
Stonebridge Financial Group Lancaster PA 01/2026 Present
  • 01/2020 → 01/2026
    Regal Wealth Advisors
    Stevens, PA
  • 05/2021 → 05/2024
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 04/2019 → 07/2019
    Bay To Gulf Holdings
    Tampa, FL
  • 10/2017 → 08/2018
    Dsw
    Tampa, AL
  • 11/2014 → 12/2017
    Domino's
    Ephrata, PA
  • 10/2016 → 01/2017
    University Of Tampa
    Tampa, FL
  • 05/2011 → 10/2016
    Student
    Tampa, FL
  • 07/2019 → 01/2020
    Student
    Tampa, FL
  • 08/2018 → 04/2019
    University Of Tampa
    Tampa, FL
  • 09/2024 → 01/2026
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 09/2024 → 01/2026
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 01/2026 → Present
    Stonebridge Financial Group
    Lancaster, PA
Previous Registrations
Other Businesses

Providing notary public services, including witnessing and notarizing documents. Activity is performed independently, on an occasional/as needed basis. No securities-related documents are notarized, and no firm clients are solicited or involved. No fee charged

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-24
  • S65 Uniform Investment Adviser Law Examination
    2021-04-24
Other Names
  • Samantha Hoover
  • Samantha Zimmerman

View on SEC IAPD

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