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602 North Front Street, Wormleysburg, PA 17043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-04 |
Branch Locations
26A E. Roseville Road, Lancaster, PA 17601 • United States
602 North Front Street, Wormleysburg, PA 17043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Wormleysburg | PA | 12/2016 | 10/2018 |
| Self Employed | Lititz | PA | 09/2013 | 11/2016 |
| Triad Advisors | Norcross | GA | 10/2018 | 04/2024 |
| Triad Hybrid Solutions | Norcross | GA | 10/2018 | 02/2024 |
| Stonebridge Financial Group, Llc | Wormleysburg | PA | 02/2024 | Present |
| Private Client Services | Lancaster | PA | 04/2024 | Present |
1) Stonebridge Financial Group. 602 North Front Street, Wormleysburg, PA 17043. RIA. Senior Vice President-Investments. 02/2024; 200 hrs/mo; 130 during trading hrs. 2) 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 | 2017-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-01 |
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