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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 2024-08-26
  • PA RA
    APPROVED
    Since 2024-08-26

Branch Locations

602 North Front Street, Wormleysburg, PA 17043 • 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 Norcross GA 05/2023 04/2024
Stonebridge Financial Group Wormleysburg PA 05/2023 01/2024
Select Medical Mechanicsburg PA 09/2023 12/2023
Messiah University Mechanicsburg PA 01/2023 05/2023
Ambassador Advisors Lancaster PA 09/2022 12/2022
Stewardship Advisors Mount Joy PA 05/2022 08/2022
Zeager Landscaping Elizabethtown PA 01/2022 07/2022
Messiah University Mechanicsburg PA 08/2020 05/2024
Willowood Aquatic Elizabethtown PA 05/2017 07/2020
Masonic Homes Elizabethtown PA 05/2017 08/2018
Wilkinson Wedding Rentals & Designs Mount Joy PA 06/2020 Present
Unemployed Mount Joy PA 01/2014 04/2017
Private Client Services Lancaster PA 04/2024 Present
Stonebridge Financial Group Wormleysburg PA 07/2024 Present
  • 05/2023 → 04/2024
    Triad Advisors
    Norcross, GA
  • 05/2023 → 01/2024
    Stonebridge Financial Group
    Wormleysburg, PA
  • 09/2023 → 12/2023
    Select Medical
    Mechanicsburg, PA
  • 01/2023 → 05/2023
    Messiah University
    Mechanicsburg, PA
  • 09/2022 → 12/2022
    Ambassador Advisors
    Lancaster, PA
  • 05/2022 → 08/2022
    Stewardship Advisors
    Mount Joy, PA
  • 01/2022 → 07/2022
    Zeager Landscaping
    Elizabethtown, PA
  • 08/2020 → 05/2024
    Messiah University
    Mechanicsburg, PA
  • 05/2017 → 07/2020
    Willowood Aquatic
    Elizabethtown, PA
  • 05/2017 → 08/2018
    Masonic Homes
    Elizabethtown, PA
  • 06/2020 → Present
    Wilkinson Wedding Rentals & Designs
    Mount Joy, PA
  • 01/2014 → 04/2017
    Unemployed
    Mount Joy, PA
  • 04/2024 → Present
    Private Client Services
    Lancaster, PA
  • 07/2024 → Present
    Stonebridge Financial Group
    Wormleysburg, PA
Other Businesses

1) Stonebridge Financial Group. 602 N Front St, Wormleysburg, PA 17043. RIA. 160 hrs/mo; 130 during trading hrs. 2) Wilkinson Wedding Rentals & Decor. 23 Jewel Drive, Mount Joy, PA 17552. A local decor and rental business serving the Central Pennsylvania region, offering a range of products including arbors, welcome gates, etc. Owner. 30 hrs/mo; 0 during trading hrs. Not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-17
  • S66 Uniform Combined State Law Examination
    2024-08-17

View on SEC IAPD

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