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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 2024-01-02
  • PA RA
    APPROVED
    Since 2024-01-02

Branch Locations

602 North Front Street, Wormleysburg, PA 17043 • 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
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
  • 01/2021 → 03/2022
    Ameriprise Financial Services, Llc
    Mechanicsburg, PA
  • 08/2010 → 01/2017
    Camp Hill School District
    Camp Hill, PA
  • 02/2017 → 05/2018
    Bishop Mcdevitt High School
    Harrisburg, PA
  • 08/2018 → 05/2019
    Millersville University
    Millersville, PA
  • 08/2019 → 06/2022
    Lebanon Valley College
    Annville, PA
  • 02/2016 → 02/2020
    Vrai Restaurant
    Lemoyne, PA
  • 06/2020 → 08/2020
    Conrad Siegel Actuaries
    Harrisburg, PA
  • 08/2020 → 08/2021
    Power Train Sports & Fitness
    Mechanicsburg, PA
  • 07/2022 → 04/2024
    Triad Advisors
    Norcross, GA
  • 07/2022 → 12/2023
    Triad Hybrid Solutions
    Norcross, GA
  • 01/2024 → Present
    Wormleysburg, PA
  • 04/2024 → Present
    Private Client Services
    Wormleysburg, PA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-29
  • S66 Uniform Combined State Law Examination
    2021-07-29
Other Names
  • Cj Laporta
  • Charles Joseph Laporta

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