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602 North Front Street, Wormleysburg, PA 17043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-24 |
| 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Wormleysburg | PA | 11/2017 | 10/2018 |
| Rkl, Llp | Harrisburg | PA | 01/2015 | 06/2017 |
| Allenberry Resort & Lodging Llc | Boiling Springs | PA | 06/2017 | 11/2017 |
| Triad Advisors | Norcross | GA | 11/2018 | 04/2024 |
| Triad Hybrid Solutions | Norcross | GA | 11/2018 | 12/2023 |
| Stonebridge Financial Group, Llc | Wormleysburg | PA | 01/2024 | Present |
| Private Client Services | Wormleysburg | PA | 04/2024 | Present |
| Stambaugh Ness Wealth Management Llc | York | PA | 10/2024 | Present |
| Stonebridge Hr Solutions | Wormleysburg | PA | 11/2024 | Present |
1) Gehman Ventures LLC DBA GehmanCPA. 602 N Front St, Wormleysburg, PA 17043. Entity that owns a 5% stake in Stonebridge Financial Group. I am the sole member of the entity. I also prepare tax returns via my DBA GehmanCPA. The tax work is not a service of Stonebridge. Owner of Stonebridge Financial Group. 175 hrs/mo; all during trading hrs. Non investment related. 2) Girls on the Run Mid State PA Board - Treasurer. 123 N Enola Drive, Suite 1A, Enola, PA 17025. Girls on the Run offers programs designed to inspire girls of all abilities to recognize and embrace their inner strength and make meaningful connections with others. Treasurer on the board. 1 hr/mo; 0 during trading hrs. 3) Stonebridge Financial Group LLC. 602 N Front St, Wormleysburg, PA 17043. RIA. CCO. 175 hrs/mo; all during trading hrs. 4) 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. 5) Stambaugh Ness Wealth Management, LLC; Investment Related; York, PA; Chief Compliance Officer responsible for compliance/regulatory functions; 10/2024; Approximately 20 hours per month during trading hours 6) Stonebridge HR Solutions; Non-investment related; Wormleysburg, PA 17043; Director; reseller and service provider of Paycor payroll software; Approximately 20 hours per month during trading hours 7) SBFG Partners LLC. 602 N Front Street, Wormleysburg PA 17043. Entity owned by the same six principal owners of Stonebridge Financial Group. Entity owns a stake in an insurance agency called MPC Insurance Group LLC that offers health and financial security solutions, mostly Medicare plans, life insurance, annuities, and long-term care coverage. 1/6th partner in SBFG Partners LLC that owns a stake in MPC Insurance Group. I perform consultative work in the entity on operations and finances (accounting, banking, payroll). 10 hrs/mo; 2 during trading hrs. 8) SBFG Real Estate Partners LLC; Business is not investment related; 602 N. Front St. Wormleysburg, PA 17043; Real Estate holding entity for property located at 1550 E. Market St. York, PA 17403. Use of property will be additional Stonebridge branch;16.67% owner; Member of the LLC; effective 10/01/2025; 1 hour a month; 0 hours during trading hours; Member of the LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-09 |
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