Stephanie Elaine Taylor

Current Employers

Homestead Advisers Corp.

4301 Wilson Blvd., Arlington, VA 22203-1860 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2022-11-22
DC	RA	APPROVED	2022-10-26
OR	RA	APPROVED	2022-10-26
NV	RA	APPROVED	2022-10-21
FL	RA	APPROVED	2022-10-20
AZ	RA	APPROVED	2022-10-17
GA	RA	APPROVED	2022-10-17
IL	RA	APPROVED	2022-10-14
PR	RA	APPROVED	2022-10-14
NH	RA	APPROVED	2022-10-12
ND	RA	APPROVED	2022-10-11
DE	RA	APPROVED	2022-10-10
MI	RA	APPROVED	2022-10-10
KY	RA	APPROVED	2022-10-07
MS	RA	APPROVED	2022-10-07
IA	RA	APPROVED	2022-10-06
KS	RA	APPROVED	2022-10-06
OH	RA	APPROVED	2022-10-06
WV	RA	APPROVED	2022-10-06
AK	RA	APPROVED	2022-10-05
AR	RA	APPROVED	2022-10-05
HI	RA	APPROVED	2022-10-05
ME	RA	APPROVED	2022-10-05
NM	RA	APPROVED	2022-10-05
NC	RA	APPROVED	2022-10-05
PA	RA	APPROVED	2022-10-05
RI	RA	APPROVED	2022-10-05
SC	RA	APPROVED	2022-10-05
SD	RA	APPROVED	2022-10-05
TX	RA	APPROVED_RES	2022-10-05
VT	RA	APPROVED	2022-10-05
VA	RA	APPROVED	2022-10-05
AL	RA	APPROVED	2022-10-04
CA	RA	APPROVED	2022-10-04
CO	RA	APPROVED	2022-10-04
CT	RA	APPROVED	2022-10-04
ID	RA	APPROVED	2022-10-04
IN	RA	APPROVED	2022-10-04
LA	RA	APPROVED	2022-10-04
MD	RA	APPROVED	2022-10-04
MN	RA	APPROVED	2022-10-04
MO	RA	APPROVED	2022-10-04
MT	RA	APPROVED	2022-10-04
NE	RA	APPROVED	2022-10-04
NJ	RA	APPROVED	2022-10-04
OK	RA	APPROVED	2022-10-04
UT	RA	APPROVED	2022-10-04
WA	RA	APPROVED	2022-10-04
WI	RA	APPROVED	2022-10-04
WY	RA	APPROVED	2022-10-04
VI	RA	APPROVED	2022-10-04

MA RA
APPROVED

Since 2022-11-22
DC RA
APPROVED

Since 2022-10-26
OR RA
APPROVED

Since 2022-10-26
NV RA
APPROVED

Since 2022-10-21
FL RA
APPROVED

Since 2022-10-20
AZ RA
APPROVED

Since 2022-10-17
GA RA
APPROVED

Since 2022-10-17
IL RA
APPROVED

Since 2022-10-14
PR RA
APPROVED

Since 2022-10-14
NH RA
APPROVED

Since 2022-10-12
ND RA
APPROVED

Since 2022-10-11
DE RA
APPROVED

Since 2022-10-10
MI RA
APPROVED

Since 2022-10-10
KY RA
APPROVED

Since 2022-10-07
MS RA
APPROVED

Since 2022-10-07
IA RA
APPROVED

Since 2022-10-06
KS RA
APPROVED

Since 2022-10-06
OH RA
APPROVED

Since 2022-10-06
WV RA
APPROVED

Since 2022-10-06
AK RA
APPROVED

Since 2022-10-05
AR RA
APPROVED

Since 2022-10-05
HI RA
APPROVED

Since 2022-10-05
ME RA
APPROVED

Since 2022-10-05
NM RA
APPROVED

Since 2022-10-05
NC RA
APPROVED

Since 2022-10-05
PA RA
APPROVED

Since 2022-10-05
RI RA
APPROVED

Since 2022-10-05
SC RA
APPROVED

Since 2022-10-05
SD RA
APPROVED

Since 2022-10-05
TX RA
APPROVED_RES

Since 2022-10-05
VT RA
APPROVED

Since 2022-10-05
VA RA
APPROVED

Since 2022-10-05
AL RA
APPROVED

Since 2022-10-04
CA RA
APPROVED

Since 2022-10-04
CO RA
APPROVED

Since 2022-10-04
CT RA
APPROVED

Since 2022-10-04
ID RA
APPROVED

Since 2022-10-04
IN RA
APPROVED

Since 2022-10-04
LA RA
APPROVED

Since 2022-10-04
MD RA
APPROVED

Since 2022-10-04
MN RA
APPROVED

Since 2022-10-04
MO RA
APPROVED

Since 2022-10-04
MT RA
APPROVED

Since 2022-10-04
NE RA
APPROVED

Since 2022-10-04
NJ RA
APPROVED

Since 2022-10-04
OK RA
APPROVED

Since 2022-10-04
UT RA
APPROVED

Since 2022-10-04
WA RA
APPROVED

Since 2022-10-04
WI RA
APPROVED

Since 2022-10-04
WY RA
APPROVED

Since 2022-10-04
VI RA
APPROVED

Since 2022-10-04

Branch Locations

Frisco, TX • United States

4301 Wilson Blvd., Arlington, VA 22203-1860 • 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

Organization	City	State	From	To
Houston Financial	Oklahoma City	OK	12/2015	10/2016
Saxony Securities, Inc	Saint Louis	MO	03/2018	11/2018
Plan Group Financial, Inc	Oklahoma City	OK	09/2017	12/2018
Mariner Wealth Advisors	Oklahoma City	OK	10/2016	09/2017
Saxony Securities, Inc	Saint Louis	MO	11/2020	08/2022
Plan Group Financial	Oklahoma City	OK	10/2020	09/2022
Comdata	Brentwood	TN	12/2018	02/2021
Homestead Advisers Corp.	Arlington	VA	09/2022	12/2023
Homestead Financial Services Corp.	Arlington	VA	09/2022	Present
Homestead Advisers Corp.	Arlington	VA	01/2024	Present

12/2015 → 10/2016

Houston Financial

Oklahoma City, OK
03/2018 → 11/2018

Saxony Securities, Inc

Saint Louis, MO
09/2017 → 12/2018

Plan Group Financial, Inc

Oklahoma City, OK
10/2016 → 09/2017

Mariner Wealth Advisors

Oklahoma City, OK
11/2020 → 08/2022

Saxony Securities, Inc

Saint Louis, MO
10/2020 → 09/2022

Plan Group Financial

Oklahoma City, OK
12/2018 → 02/2021

Comdata

Brentwood, TN
09/2022 → 12/2023

Homestead Advisers Corp.

Arlington, VA
09/2022 → Present

Homestead Financial Services Corp.

Arlington, VA
01/2024 → Present

Homestead Advisers Corp.

Arlington, VA

Previous Registrations

2018-02-05 → 2022-09-16

Plan Group Financial, Inc.

Oklahoma City, OK
2008-10-22 → 2009-12-02

Wells Fargo Clearing Services, Llc

Oklahoma City, OK
2005-08-08 → 2008-10-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oklahoma City, OK

Oklahoma City, OK

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2018-03-26
S65	Uniform Investment Adviser Law Examination	2018-02-05
S66	Uniform Combined State Law Examination	2005-07-29

S63 Uniform Securities Agent State Law Examination

2018-03-26
S65 Uniform Investment Adviser Law Examination

2018-02-05
S66 Uniform Combined State Law Examination

2005-07-29

Other Names

Stephanie E Markgraf
Stephaine Elaine Markgraf
Stephanie Elaine Markgraf
Stephanie Markgraf
Stephanie Rogers
Stephanie Elaine Mills
Stephanie Markgraf
Stephanie Rogers
Stephanie Mills
Stephanie Markgraf
Stephanie Rogers
Stephanie Mills

View on SEC IAPD