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Elizabeth Clare Wolleben Yoder

Dependent Financial Planning

Edgewater, MD

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Current Employers
Dependent Financial Planning

Edgewater, MD • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-05
PA RA APPROVED 2025-03-28
MD RA APPROVED 2025-01-01
CT RA APPROVED 2024-11-08
TX RA APPROVED_RES 2024-10-16
  • CA RA
    APPROVED
    Since 2026-08-05
  • PA RA
    APPROVED
    Since 2025-03-28
  • MD RA
    APPROVED
    Since 2025-01-01
  • CT RA
    APPROVED
    Since 2024-11-08
  • TX RA
    APPROVED_RES
    Since 2024-10-16

Branch Locations

Edgewater, MD • 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
Bay Point Wealth Annapolis MD 02/2019 02/2021
The Family Firm Bethesda MD 01/2017 01/2019
Unemployed Arlington VA 07/2016 01/2017
Private Advisor Group, Llc Morristown NJ 02/2021 01/2023
Hibernia Wealth Partners, Llc Baton Rouge LA 01/2023 10/2024
Dependent Financial Planning Llc Edgewater MD 02/2024 Present
  • 02/2019 → 02/2021
    Bay Point Wealth
    Annapolis, MD
  • 01/2017 → 01/2019
    The Family Firm
    Bethesda, MD
  • 07/2016 → 01/2017
    Unemployed
    Arlington, VA
  • 02/2021 → 01/2023
    Private Advisor Group, Llc
    Morristown, NJ
  • 01/2023 → 10/2024
    Hibernia Wealth Partners, Llc
    Baton Rouge, LA
  • 02/2024 → Present
    Dependent Financial Planning Llc
    Edgewater, MD
Previous Registrations
Designations
Other Names
  • Elizabeth Wolleben Yoder
  • Elizabeth Clare Wollebe Yoder
  • Liz Yoder

View on SEC IAPD

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