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Isabel Catherine Gleason

Stonebridge Financial Group, LLC

Lancaster, PA

Wormleysburg, PA

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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 2026-06-11
  • PA RA
    APPROVED
    Since 2026-06-11

Branch Locations

26A E Roseville Rd, Lancaster, PA 17601 • United States

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
Sunshine Corners Strasburg PA 02/2018 08/2018
Lampeter Strasburg Family Ymca Lancaster PA 05/2016 05/2021
Millersville University Millersville PA 08/2017 05/2021
Mid Penn Bank Harrisburg PA 05/2021 02/2023
Assuredpartners Investment Advisors Lancaster PA 02/2023 Present
Assuredpartners Investment Advisors Lancaster PA 10/2023 Present
Stonebridge Financial Group Lancaster PA 06/2026 Present
  • 02/2018 → 08/2018
    Sunshine Corners
    Strasburg, PA
  • 05/2016 → 05/2021
    Lampeter Strasburg Family Ymca
    Lancaster, PA
  • 08/2017 → 05/2021
    Millersville University
    Millersville, PA
  • 05/2021 → 02/2023
    Mid Penn Bank
    Harrisburg, PA
  • 02/2023 → Present
    Assuredpartners Investment Advisors
    Lancaster, PA
  • 10/2023 → Present
    Assuredpartners Investment Advisors
    Lancaster, PA
  • 06/2026 → Present
    Stonebridge Financial Group
    Lancaster , PA
Previous Registrations
Other Businesses

Maintains an insurance license; however, not currently engaged in insurance sales activities and does not receive insurance-related compensation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-09
  • S65 Uniform Investment Adviser Law Examination
    2023-10-09
Other Names
  • Isabel C Gleason
  • Isabel Gleason

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LANCASTER, PA
OMICRON ADVISORS, LLC · LANCASTER, PA
MORGAN STANLEY · Lancaster, PA
GREENSPRING ADVISORS, LLC · LANCASTER, PA
CHARLES SCHWAB & CO., INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
MML INVESTORS SERVICES, LLC · LANCASTER, PA

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