Stephanie G Bogden
Chief Operating OfficerConfluence Wealth Services, LLCCRD 4558684
About Stephanie G Bogden
Stephanie G Bogden is listed as Chief Operating Officer at Confluence Wealth Services, LLC in McMurray, PA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Confluence Wealth Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Stephanie G Bogden work?
Stephanie G Bogden is listed as Chief Operating Officer at Confluence Wealth Services, LLC on SEC Form ADV.
How much of Confluence Wealth Services, LLC does Stephanie G Bogden own?
Form ADV reports a beneficial ownership band of Under 5%.
Confluence Wealth Services, LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |