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203 Hillcrest Street, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-17 |
| FL | RA | APPROVED | 2024-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonebridge Financial Planning Group, Llc | Orlando | FL | 04/2021 | 02/2024 |
| Cru | Orlando | FL | 06/2019 | 05/2021 |
| Cru | Orlando | FL | 08/2018 | 06/2019 |
| Cru | Beijing | 12/2015 | 08/2018 | |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | 07/2022 |
| Stonebridge Financial Planning Group, Llc | Orlando | FL | 03/2024 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2022 | 02/2024 |
| Commonwealth Financial Network | Waltham | MA | 03/2024 | 12/2025 |
| Triad Advisors Llc | Orlando | FL | 04/2021 | 03/2022 |
| Stonebridge Financial Planning Group, Llc | Orlando | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
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