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Kelley Jefferson Douglas

Stonebridge Wealth Management, LLC

Frisco, TX

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Current Employers
Stonebridge Wealth Management, Llc

6160 Warren Parkway Suite 100, Frisco, TX 75034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-04-25
  • TX RA
    APPROVED
    Since 2008-04-25

Branch Locations

6160 Warren Parkway Suite 100, Frisco, TX 75034 • 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 Wealth Management, Llc Plano TX 04/2008 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-20
S63 Uniform Securities Agent State Law Examination 1987-08-26
  • S65 Uniform Investment Adviser Law Examination
    1999-07-20
  • S63 Uniform Securities Agent State Law Examination
    1987-08-26

View on SEC IAPD

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