Jeremy T Rivers

Current Employers

Employment History

• 09/2014 → 01/2017
  Lincoln Financial Advisors Corporation
  Camp Hill, PA
• 01/2017 → 12/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Camphill, PA
• 01/2017 → 12/2019
  Bank Of America, N.A.
  Camp Hill, PA
• 12/2019 → 03/2021
  Citizens Securities, Inc
  Mechanicsburg, PA
• 03/2021 → 07/2021
  Pruco Securities, Llc
  Exton, PA
• 03/2021 → 07/2021
  The Prudential Insurance Company Of America
  Exton, PA
• 07/2021 → 04/2024
  Triad Advisors
  Norcross, GA
• 07/2021 → 02/2024
  Triad Hybrid Solutions
  Norcross, GA
• 02/2024 → Present
  Stonebridge Financial Group, Llc
  Wormleysburg, PA
• 04/2024 → Present
  Private Client Services
  Wormleysburg, PA

Previous Registrations

• 2021-07-27 → 2024-02-02
  Osaic Advisory Services, Llc
  Wormleysburg, PA
  Atlanta, GA
• 2021-03-30 → 2021-07-28
  Pruco Securities, Llc.
  Camp Hill, PA
  Exton, PA
• 2020-01-03 → 2021-03-29
  Citizens Securities, Inc.
  Monroeville, PA
  Mechanicsburg, PA
  Middletown, PA
  Monroeville, PA
  Middletown, PA
  Harrisburg, PA
  Carlisle, PA
• 2017-01-25 → 2019-12-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Camp Hill, PA
• 2014-10-15 → 2017-01-30
  Osaic Fa, Inc.
  Camp Hill, PA

Other Businesses

1) Stonebridge Financial Group. 602 N Front Street, Wormleysburg, PA 17043. RIA. Corporate retirement plan consulting. 160 hrs/mo. 3) 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. 4) West Shore Young Professionals. 4211 E Trindle Rd, Camp Hill, PA 17011. West Shore Young Professionals is a non-profit organization that is dedicated to connecting, serving, and growing young professionals in the West Shore area of South-Central Pennsylvania. Member of the board of directors. 6 hrs/mo; 2 during trading hrs. Not investment related. 5) Shippensburg University Student Services Inc (SUSSI). Ceddia Union Building, Room 204, 408 Lancaster Dr, Shippensburg, PA 17257. Nonprofit 501(c)(3) Corporation Organized to manage and coordinate student services at Shippensburg University. Serve on Board of Directors. Executive Director reports to board and hosts monthly meetings. 1 hr/mo; 1 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-13

Designations

Other Names

• Jeremy T Rivers
• Jeremy Rivers