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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 | 2025-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2023 | 04/2025 |
| Stonebridge Financial Planning Group, Llc | Orlando | FL | 08/2021 | 08/2022 |
| International Heli Tours | Orlando | FL | 07/2016 | 12/2019 |
| Unemployed/Full-Time Student | Orlando | FL | 12/2019 | 08/2021 |
| Great Clips | Oviedo | FL | 05/2016 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | 07/2023 |
| Stonebridge Financial Planning Group, Llc | Orlando | FL | 08/2022 | 03/2025 |
| Stonebridge Financial Planning Group, Llc | Orlando | FL | 04/2025 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | 12/2025 |
| Stonebridge Financial Planning Group, Llc | Orlando | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-24 |
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