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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
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
  • 10/2015 → 12/2017
    Bcg Securities
    Cherry Hill, NJ
  • 12/2017 → 02/2018
    Lpl Financial, Llc
    Doylestown, PA
  • 12/2017 → 03/2018
    Great Valley Advisor Group
    Doylestown, PA
  • 06/2018 → 12/2023
    Triad Advisors
    Norcross, GA
  • 06/2018 → 12/2023
    Triad Hybrid Solutions
    Norcross, GA
  • 12/2017 → Present
    Whitecliff Wealth Management
    Doylestown, PA
  • 01/2024 → Present
    Wormleysburg, PA
  • 01/2025 → Present
    Private Client Services
    Wormleysburg, PA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-25
  • S66 Uniform Combined State Law Examination
    2011-08-25
Other Names
  • Bob Seiden
  • Robert Benjamin Seiden
  • Robert B Seiden

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