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602 North Front Street, Wormleysburg, PA 17043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-16 |
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 | 12/2018 | 02/2024 |
| Brad Nelson | Mechanicsburg | PA | 05/2018 | 02/2024 |
| Brad Nelson | Mechanicsburg | PA | 05/2017 | 05/2018 |
| Unemployed | Harrisburg | PA | 08/2016 | 05/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2021 | 02/2024 |
| Triad Advisors | Norcross | GA | 02/2024 | 04/2024 |
| Private Client Services | Wormleysburg | PA | 04/2024 | Present |
| Stonebridge Financial Group | Wormleysburg | PA | 02/2024 | Present |
1) Stonebridge Financial Group. 602 N Front St, Wormleysburg, PA 17043. Paraplanner and CA with registered RIA. 240 hrs/mo; 240 during trading hrs. 2) Private Client Services, 602 N Front St, Wormleysburg, PA 17043, Licensed Admin; 80 hrs/mo during trading hrs. 3) Notary Public of PA; Non-investment related; Wormleysburg, PA 17043; Notary Public; 2 hours/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-01 |
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