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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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Mechanicsburg | PA | 01/2021 | 03/2022 |
| Camp Hill School District | Camp Hill | PA | 08/2010 | 01/2017 |
| Bishop Mcdevitt High School | Harrisburg | PA | 02/2017 | 05/2018 |
| Millersville University | Millersville | PA | 08/2018 | 05/2019 |
| Lebanon Valley College | Annville | PA | 08/2019 | 06/2022 |
| Vrai Restaurant | Lemoyne | PA | 02/2016 | 02/2020 |
| Conrad Siegel Actuaries | Harrisburg | PA | 06/2020 | 08/2020 |
| Power Train Sports & Fitness | Mechanicsburg | PA | 08/2020 | 08/2021 |
| Triad Advisors | Norcross | GA | 07/2022 | 04/2024 |
| Triad Hybrid Solutions | Norcross | GA | 07/2022 | 12/2023 |
| Stonebridge Financial Group, Llc | Wormleysburg | PA | 01/2024 | Present |
| Private Client Services | Wormleysburg | PA | 04/2024 | Present |
1) Beacon Clinic for Health and Hope. 248 Seneca St, Harrisburg, PA 17110. Non-profit clinic providing health care for un-or-underinsured individuals and families. I am a board member sitting on the Governance committee. 5 hrs/mo; 0 during trading hrs. Not investment related. 2) Stonebridge Financial Group, LLC. 602 N Front St, Wormleysburg, PA 17043. RIA. 160 hrs/mo; 160 during trading hrs. 3) Private Client Services, Investment Related; Wormleysburg, PA 17043; Sell financial products; Registered Representative; 04/2024 Less than 10 hours per month all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-29 |
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