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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 |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 06/2020 | 04/2024 |
| Student | Williamstown | PA | 08/2010 | 06/2020 |
| Triad Hybrid Solutions | Norcross | GA | 06/2020 | 12/2023 |
| Stonebridge Financial Group, Llc | Wormleysburg | PA | 01/2024 | Present |
| Private Client Services | Bedminster | NJ | 04/2024 | Present |
1) Stonebridge Financial Group LLC. 602 N Front St, Wormleysburg, PA 17043. RIA. Senior portfolio analyst. 175 hrs/mo; all during trading hrs. 2) 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
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