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Paul Bryant Elfner

Savant Wealth Management

Lancaster, PA

Rockford, IL

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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

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

190 Buckley Drive, Rockford, IL 61107 • 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 York PA 01/2015 09/2017
Domani Wealth, Llc (Formerly Pbwm Holdings) York PA 09/2017 05/2023
Savant Wealth Management Rockford IL 05/2023 06/2024
Savant Wealth Management Rockford IL 07/2024 Present
Previous Registrations
  • 2015-02-19 → 2023-08-04
    Domani Wealth, Llc
    York, PA
    Lancaster, PA
    York, PA
    Lancaster, PA
  • 2014-10-28 → 2015-02-23
    Parentebeard Wealth Management Llc
    York, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-28
S63 Uniform Securities Agent State Law Examination 2013-09-12
  • S65 Uniform Investment Adviser Law Examination
    2014-10-28
  • S63 Uniform Securities Agent State Law Examination
    2013-09-12
Designations
Other Names
  • Paul Elfner

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LANCASTER, PA
OMICRON ADVISORS, LLC · LANCASTER, PA
MORGAN STANLEY · Lancaster, PA
GREENSPRING ADVISORS, LLC · LANCASTER, PA
CHARLES SCHWAB & CO., INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
MML INVESTORS SERVICES, LLC · LANCASTER, PA

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