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

independent wealth managerderived

Book size

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

Industry start

Oct 2, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65|S63

First exam

Oct 2, 1997

First registration

May 4, 2009

Dual registered

yes, broker-dealer

IAPD individual key

2893953

• Occurred

  Feb 2, 2024
  Advisor changed firm

  Jonathan Scott Freeman left Osaic Advisory Services, Llc for Stonebridge Financial Group, Llc (registered 2024-02-01)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:66a16751-8ac7-da9a-6ddd-88de41688e0d

First observed

May 4, 2009

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.