Director of Operations · Stonebridge Financial Planning Group, LLC
Bethany M. Park
CRD 7348649 · Named on Form ADV at one SEC-registered adviser
At a glance
Stonebridge Financial Planning Group, LLC, an SEC-registered wealth manager based in Orlando, FL with $330 million in regulatory assets, lists Bethany M. Park on its Form ADV as Director of Operations.
Firms and roles
- Stonebridge Financial Planning Group, LLCDirector of OperationsWealth manager · Orlando, FL · $330M in regulatory assets
AtlasMembers
Bethany’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Dianne M. WebbMember, Stonebridge Financial Planning Group, LLC
- Rebecca A. RobeyMember/chief Compliance Officer, Stonebridge Financial Planning Group, LLC
- Catherine J. HyderMember, Stonebridge Financial Planning Group, LLC
- Cole P. ThomasFinancial Planner & Advisor, Stonebridge Financial Planning Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bethany’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.