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RIA / WealthAdvisor25 years in industry

NAOMI SUE ROBERTS

Advisor at YARGER WEALTH STRATEGIES, LLC

WESTERVILLE, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Feb 2, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: YARGER WEALTH STRATEGIES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 24, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 24, 2001
First registration: Feb 2, 2006
Dual registered: no
Other names: NAOMI SUE BARR|NAOMI SUE TENER|NAOMI SUE ROBERTS-TENER|NAOMI SUE EJBEH-AGBY|NAOMI SUE ROBERTS|NAOMI SUE EJBEH
IAPD individual key: 4181708

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
YARGER WEALTH STRATEGIES, LLC	Independent wealth	Oct 1, 2020	n/a	yes	WESTERVILLE, OH	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 2, 2014	Oct 12, 2020	no	WESTERVILLE, OH	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	May 16, 2013	May 29, 2014	no	ANN ARBOR, MI	Previous registration
FREEDOM ONE INVESTMENT ADVISORS, INC.	Former SEC adviser	May 19, 2011	Jan 31, 2013	no	CLARKSTON, MI	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	May 21, 2009	no	SAINT PETERSBURG, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Apr 23, 2008	Jan 2, 2009	no	WESTERVILLE, OH	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Feb 2, 2006	Apr 25, 2008	no	Upper Arlington, OH\|COLUMBUS, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	YARGER WEALTH STRATEGIES, LLC	Oct 12, 2020	Oct 1, 2020	-11	Firm change	Ibd to new firm
ADVICE AND PLANNING SERVICES	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	May 29, 2014	Jul 2, 2014	34	Firm change	Other
FREEDOM ONE INVESTMENT ADVISORS, INC.	ADVICE AND PLANNING SERVICES	Jan 31, 2013	May 16, 2013	105	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	FREEDOM ONE INVESTMENT ADVISORS, INC.	May 21, 2009	May 19, 2011	728	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 2, 2009	Jan 2, 2009	0	Bulk transfer	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	RAYMOND JAMES FINANCIAL SERVICES, INC.	Apr 25, 2008	Apr 23, 2008	-2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:310207:OH:2020-10-12	Oct 12, 2020	Oct 1, 2020	WESTERVILLE, OH	Firm change

Relationships

Registered with (6)

→ YARGER WEALTH STRATEGIES, LLCRegistered adviserregistration: current employment
Oct 1, 2020 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jul 2, 2014 to Oct 12, 2020factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
May 16, 2013 to May 29, 2014factForm ADV
→ FREEDOM ONE INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
May 19, 2011 to Jan 31, 2013factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 23, 2008 to Jan 2, 2009factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Feb 2, 2006 to Apr 25, 2008factForm ADV

Dated events

No dated event names this entity yet.