Our History
Two Generations of Wealth Management Experience
1984
John A. Sobrinski Sr. joins John Hancock as a Financial Advisor and is named Leading New Representative
1986
John A. Sobrinski, Sr. qualifies for John Hancock’s President’s Honor Club
1996
John A. Sobrinski, Sr. qualifies for John Hancock’s Pinnacle Club for Investments Sales Leaders
1998
John A. Sobrinski, Sr. qualifies for John Hancock’s Pinnacle Club for Investments Sales Leaders
2000
John A. Sobrinski, Sr. qualifies for John Hancock’s Pinnacle Club for Investments Sales Leaders
2000
John A. Sobrinski, Sr. establishes Sobrinski Financial Services
2002
John A. Sobrinski, Sr. qualifies for John Hancock’s Pinnacle Club for Investments Sales Leaders for the 6th and final time
2004
John A. Sobrinski Sr. earns his ChFC and CLU from the American College
2006
John A. Sobrinski, Sr. joins Triad Advisors Inc. as an Independent Financial Advisor
2011
John A. Sobrinski, Sr. earns his CASL® from the American College
2014
John A. Sobrinski, Jr. joins the practice as a Financial Advisor and Director of Marketin
2015
John A. Sobrinski, Jr. earns Series 7, Series 6, Series 65, Series 63, Series 24 and Pennsylvania Insurance Licenses
2015
Sobrinski Financial Services is established as an LLC
2016
John A. Sobrinski Sr. earns his RICP from the American College
2016
John A. Sobrinski Jr. earns his RICP from the American College
2016
Sobrinski Financial Services attends Triad Advisors Chairman’s Club conference in Laguna Beach, CA
2016
Sobrinski Financial Services opens first retail office location in Sciota, PA
2017
Sobrinski Financial Services establishes LLC
2017
Sobrinski Financial Services, LLC qualifies for Triad’s Chairmans Club in Colorado Springs, CO *
2018
Sobrinski Financial Services, LLC qualifies for Triad’s Chairmans Club in Sonoma, CA *
2019
Sobrinski Financial Services, LLC qualifies for Triad’s Chairmans Club in Marana, AZ *
2020
Sobrinski Financial Services, LLC qualifies for Triad’s Chairmans Club in Palm Springs, CA *
2020
Sobrinski Financial Services, LLC joins Cadaret, Grant & Co., Inc.
2020
Sobrinski Financial Services, LLC qualifies for Cadaret, Grant & Co. Top Advisor Conference *
2021
Sobrinski Financial Services, LLC qualifies for Cadaret, Grant & Co. Top Advisor Conference *
2022
Sobrinski Financial Services, LLC Opens second retail office location in Bethlehem, PA
2022
Sobrinski Financial Services, LLC qualifies for Cadaret, Grant & Co. Top Advisor Conference *
2022
Sobrinski Financial Services, LLC future updates coming soon
2023
Sobrinski Financial Services, LLC future updates coming soon
2023
Sobrinski Financial Services, LLC future updates coming soon
* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Qualification to attend the Top Advisor Conference is dependent on gross dealer concessions (GDC) generated from January 1, 2022 through December 30, 2022. Invitation to attend conference is no guarantee of future investment success and does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
