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Inactive

Angela Michelle Stephenson

Savant Wealth Management

Rockford, IL

Lancaster, PA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-05-12
  • PA RA
    APPROVED
    Since 2023-05-12

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

1869 Charter Lane Suite 302, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pbwm Holdings Lancaster PA 01/2015 09/2017
Domani Wealth, Llc (Formerly Pbwm Holdings) Lancaster PA 09/2017 05/2023
Savant Wealth Management Rockford IL 05/2023 11/2024
Savant Wealth Management Rockford IL 11/2024 Present
  • 01/2015 → 09/2017
    Pbwm Holdings
    Lancaster, PA
  • 09/2017 → 05/2023
    Domani Wealth, Llc (Formerly Pbwm Holdings)
    Lancaster, PA
  • 05/2023 → 11/2024
    Savant Wealth Management
    Rockford, IL
  • 11/2024 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2015-02-19 → 2023-08-04
    Domani Wealth, Llc
    Lancaster, PA
    Lancaster, PA
  • 2010-03-02 → 2015-02-23
    Parentebeard Wealth Management Llc
    Lancaster, PA
    York, PA
  • 2002-11-04 → 2010-03-02
    Bmc Financial Advisors
    Lancaster, PA
  • 2002-09-17 → 2002-09-17
    Bmc Financial Advisors
    Lancaster, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-03-19
  • S66 Uniform Combined State Law Examination
    1999-03-19
Designations
Other Names
  • Angie Stephenson

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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