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Rebecca Anne Robey

Stonebridge Financial Planning Group, LLC

Orlando, FL

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Current Employers
Stonebridge Financial Planning Group, Llc

203 Hillcrest Street, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-09
FL RA APPROVED 2019-07-19
  • TX RA
    APPROVED
    Since 2020-03-09
  • FL RA
    APPROVED
    Since 2019-07-19

Branch Locations

203 Hillcrest Street, Orlando, FL 32801 • 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
Triad Advisors, Inc. Norcross GA 07/2014 02/2017
Stonebridge Financial Planning Group, Llc Orlando FL 06/2015 07/2019
Self Employed Oviedo FL 08/2006 01/2017
Triad Advisors Llc Norcross GA 02/2017 01/2020
Triad Advisors Norcross GA 01/2020 03/2022
Stonebridge Financial Planning Group, Llc Orlando FL 07/2019 01/2026
Commonwealth Financial Network Waltham MA 03/2022 12/2025
Stonebridge Financial Planning Group, Llc Orlando FL 01/2026 Present
Other Businesses

1.Fixed insurance sales; as of 2/16/2016; Less than 1% time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-08
  • S66 Uniform Combined State Law Examination
    2019-10-08
Designations
Other Names
  • Becky Robey
  • Rebecca Baker
  • Becky Baker

View on SEC IAPD

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