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Daniel Newell

Stonebridge Financial Group, LLC

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 2024-07-11
  • PA RA
    APPROVED
    Since 2024-07-11

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
Stonebridge Financial Group, Llc Wormleysburg PA 07/2024 Present
Paycor, Inc. Cincinnatti OH 08/2020 05/2024
Paychex, Inc. Rochester NY 12/2011 08/2020
Stonebridge Hr Solutions Wormleysburg PA 11/2024 Present
  • 07/2024 → Present
    Stonebridge Financial Group, Llc
    Wormleysburg, PA
  • 08/2020 → 05/2024
    Paycor, Inc.
    Cincinnatti, OH
  • 12/2011 → 08/2020
    Paychex, Inc.
    Rochester, NY
  • 11/2024 → Present
    Stonebridge Hr Solutions
    Wormleysburg, PA
Other Businesses

Stonebridge HR Solutions; Non-investment related; Wormleysburg, PA 17043; Sales; reseller and service provider of Paycor payroll software; Approximately 30 hours per week during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-11
  • S65 Uniform Investment Adviser Law Examination
    2024-06-11

View on SEC IAPD

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Other Offices

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