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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

26A East Roseville Road, Lancaster, PA 17601 • 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
Fulton Bank Lancaster PA 05/2011 11/2016
M&T Bank Hummelstown PA 11/2016 02/2020
Murray Lancaster PA 02/2020 12/2022
Triad Advisors Norcross GA 01/2023 12/2023
Triad Hybrid Solutions Norcross GA 01/2023 12/2023
Stonebridge Financial Group, Llc Wormleysburg PA 01/2024 Present
  • 05/2011 → 11/2016
    Fulton Bank
    Lancaster, PA
  • 11/2016 → 02/2020
    M&T Bank
    Hummelstown, PA
  • 02/2020 → 12/2022
    Murray
    Lancaster, PA
  • 01/2023 → 12/2023
    Triad Advisors
    Norcross, GA
  • 01/2023 → 12/2023
    Triad Hybrid Solutions
    Norcross, GA
  • 01/2024 → Present
    Wormleysburg, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-10
  • S65 Uniform Investment Adviser Law Examination
    2023-03-10

View on SEC IAPD

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