Best Investors Account Sign in

Sheila June Stevenson

Spc

Plainfield, IN

Claim This Profile
Current Employers
Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-01-07
  • IN RA
    APPROVED
    Since 2022-01-07

Branch Locations

4310 Saratoga Parkway Suite 600, Plainfield, IN 46168 • 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
Equity Financial Services Plainfield IN 05/2005 07/2019
Saratoga Wealth Management Plainfield IN 07/2019 Present
  • 05/2005 → 07/2019
    Equity Financial Services
    Plainfield, IN
  • 07/2019 → Present
    Saratoga Wealth Management
    Plainfield, IN
Other Businesses

dba - Saratoga Wealth Management, Plainfield, IN. Salaried employee of practice offering comprehensive financial planning services to clients. Start date: 7/30/19. Notary public - State of IN. Provide notary services on an as-needed basis. Commission began 3/10/21 and expires on 6/7/29. Less than 1 hr/mo.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-24
  • S66 Uniform Combined State Law Examination
    2020-01-24

View on SEC IAPD

More in Plainfield, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor