DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner10 years in industry

Nathan Randolph Bailey

Advisor at STONEBRIDGE FINANCIAL GROUP, LLC

WORMLEYSBURG, PA | York, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a13a9d86-1dd7-341a-ee44-3574deeaff4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 26, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 8, 2019
First registration: Feb 26, 2019
Dual registered: no
Other names: Nathan Bailey
IAPD individual key: 6652610

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STONEBRIDGE FINANCIAL GROUP, LLC	Independent wealth	Jun 3, 2026	n/a	yes	York, PA\|WORMLEYSBURG, PA	Current employment
CONRAD SIEGEL INVESTMENT ADVISORS	Institutional manager	Jun 18, 2021	Jun 10, 2026	no	HARRISBURG, PA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Mar 9, 2021	Jun 2, 2021	no	MECHANICSBURG, PA\|MONROEVILLE, PA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 3, 2019	Dec 23, 2020	no	GREENSBURG, PA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Feb 26, 2019	Sep 23, 2019	no	VERONA, PA\|MONROEVILLE, PA\|TURTLE CREEK, PA\|MIDDLETOWN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CONRAD SIEGEL INVESTMENT ADVISORS	STONEBRIDGE FINANCIAL GROUP, LLC	Jun 10, 2026	Jun 3, 2026	-7	Firm change	Other
CITIZENS SECURITIES, INC.	CONRAD SIEGEL INVESTMENT ADVISORS	Jun 2, 2021	Jun 18, 2021	16	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CITIZENS SECURITIES, INC.	Dec 23, 2020	Mar 9, 2021	76	Firm change	Ibd to ibd
CITIZENS SECURITIES, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Sep 23, 2019	Oct 3, 2019	10	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ STONEBRIDGE FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Jun 3, 2026 to presentfactForm ADV
→ CONRAD SIEGEL INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Jun 18, 2021 to Jun 10, 2026factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Mar 9, 2021 to Jun 2, 2021factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 3, 2019 to Dec 23, 2020factForm ADV

Dated events

Occurred
Jun 10, 2026
Advisor changed firm
Nathan Randolph Bailey left Conrad Siegel Investment Advisors for Stonebridge Financial Group, Llc (registered 2026-06-03)
Form ADVobserved 5 days ago