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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 |
|---|---|---|---|---|
| Bcg Securities | Cherry Hill | NJ | 10/2015 | 12/2017 |
| Lpl Financial, Llc | Doylestown | PA | 12/2017 | 02/2018 |
| Great Valley Advisor Group | Doylestown | PA | 12/2017 | 03/2018 |
| Triad Advisors | Norcross | GA | 06/2018 | 12/2023 |
| Triad Hybrid Solutions | Norcross | GA | 06/2018 | 12/2023 |
| Whitecliff Wealth Management | Doylestown | PA | 12/2017 | Present |
| Stonebridge Financial Group, Llc | Wormleysburg | PA | 01/2024 | Present |
| Private Client Services | Wormleysburg | PA | 01/2025 | Present |
1) Stonebridge Financial Group DBA WhiteCliff Wealth Management. 602 N Front St, Wormleysburg, PA 17043. RIA. 175 hrs/mo; 175 during trading hrs. 2) Strongbox Networks LLC and Strong Box Investors, LLC. Not investment related B2B to assist underwriters to reduce the number of unclaimed beneficiary funds. Working with technology companies to build software and trying to raise funding to support business. Founder & CEO. 20 hrs/mo; 0 during trading hrs. 3) Strive Corp. 8 Windey Way Ln, Doylestown, PA 18901. Strive Corp. facilitates the WIMPER benefits through Self-Insured Medical Reimbursement Program ("SIMRP"), a workplace program that enables employers to offer additional benefits and achieve savings on FICA contributions. I will be working on these efforts in conjunction with my duties at WhiteCliff Wealth Management to provide possible cost savings for business owners. This will occur as a regular part of my client and prospect interactions. I will be compensated for new business under my Life & Health License that is suitable for any business owner I sign up under Strive Corp. Start date 05/2025 4) SRK Realty Group. 8 Windey Way Ln Doylestown, PA 18901. LLC created for real estate related activity. General Contacting, owning & investing in properties. Managing Partner for real estate investing opportunities. Act as consultant for real estate improvements, purchase, and sell real estate. 5 hrs/mo; 2 during trading hrs. Not investment related. 5) Rascoe's Rite of Passage; Business is investment related; 8 Windey Way Ln. Doylestown PA 18901; Mission Support-501c3 charity; 50% owner; effective 02/01/2026;10 hours per month; no hours during trading hours; working on these efforts to support Michael Rascoe with setting up an organization he can market as a tax free charity for anyone who would liketo support his mission-Provide investment guidance and structure to support his stated mission 6) WhiteCliff Financial Insight; Business is not investment related; 8 Windley Way Ln Doylestown, PA. 18901; Self insured medical reimbursement; 100% owner; Effective 11/17/2025; unknown hours per month and trading hours; I will be working on these efforts in conjunction with my duties at WhiteCliff Wealth Management to provide possible cost savings for business owners. This will occur as a regular part of my client and prospect interactions. I will be compensated for new business under my Life & Health License that is suitable for any business owner I sign up under EHP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-25 |
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