This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STONEBRIDGE FINANCIAL GROUP, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Sep 9, 2019

First registration

Jan 27, 2020

Dual registered

no

Other names

SAMUEL HEVEROH|SAMUEL SCHAEDLER HEVEROH

IAPD individual key

7129416

• Occurred

  Sep 30, 2025
  Advisor changed firm

  Samuel Schaedler Heveroh left Commonwealth Financial Network for Stonebridge Financial Group, Llc (registered 2025-09-30)

  Form ADVobserved 4 days ago
• Occurred

  Mar 31, 2023
  Advisor changed firm

  Samuel Schaedler Heveroh left Mutual Of Omaha Investor Services, Inc. for Commonwealth Financial Network (registered 2023-03-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2e8996b7-3134-fe44-e86e-04f4db31a2de

First observed

Jan 27, 2020

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.