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Timothy Michael Sokoloski

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 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
Domani Wealth Lancaster PA 04/2011 05/2023
Fulton Financial Lancaster PA 12/2018 04/2021
Green's Family Restaurant Lavelle PA 08/2012 12/2018
Savant Wealth Management Rockford IL 05/2023 11/2023
Penn State Schuylkill Schuylkill Haven PA 08/2015 12/2016
Savant Wealth Management Rockford IL 11/2023 Present
  • 04/2011 → 05/2023
    Domani Wealth
    Lancaster, PA
  • 12/2018 → 04/2021
    Fulton Financial
    Lancaster, PA
  • 08/2012 → 12/2018
    Green's Family Restaurant
    Lavelle, PA
  • 05/2023 → 11/2023
    Savant Wealth Management
    Rockford, IL
  • 08/2015 → 12/2016
    Penn State Schuylkill
    Schuylkill Haven, PA
  • 11/2023 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2022-03-19 → 2023-08-04
    Domani Wealth, Llc
    Lancaster, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-19
  • S65 Uniform Investment Adviser Law Examination
    2022-03-19
Other Names
  • Timothy M. Sokoloski

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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