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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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Mechanicsburg | PA | 03/2015 | 11/2019 |
| John Miller | Mechanicsburg | PA | 03/2015 | 11/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2018 | 11/2019 |
| Joshua Jenkins | Mechanicsburg | PA | 12/2020 | 09/2023 |
| Northwestern Mutual Investment Services Llc | Mechanicsburg | PA | 12/2020 | 09/2023 |
| Lpl Financial | Mechanicsburg | PA | 11/2019 | 11/2020 |
| Triad Advisors | Norcross | GA | 09/2023 | 04/2024 |
| Triad Hybrid Solutions | Norcross | GA | 09/2023 | 12/2023 |
| Stonebridge Financial Group, Llc | Wormleysburg | PA | 01/2024 | Present |
| Private Client Services | Wormleysburg | PA | 04/2024 | Present |
1) Stonebridge Financial Group. 602 N Front Street, Wormleysburg, PA 17043. RIA. 160 hrs/mo; 40 during trading hrs. 2) Private Client Services, Investment Related; Wormleysburg, PA 17043; Sell financial products; Licensed Admin; 04/2024 Less than 10 hours per month all during trading hours. 3) Ronald McDonald House of Central PA. 745 W Governor Road, Hershey, PA 17033. Ronald McDonald House provides hospitality services to families with hospitalized children. Volunteer on committees including special events, Endowment Committee and the Red Shoe Crew. 2 hrs/mo; 1 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-27 |
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