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Advisor at YARGER WEALTH STRATEGIES, LLC
WESTERVILLE, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| 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 | Feb 26, 2016 | Oct 12, 2020 | no | WESTERVILLE, OH | Previous registration |
| Spc | Bd affiliated wealth | Jun 17, 2013 | Feb 22, 2016 | no | new Albany, OH | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Oct 28, 2011 | Jan 2, 2013 | no | COLUMBUS, OH | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Sep 19, 2008 | Feb 23, 2009 | no | COLUMBUS, OH | Previous registration |
| VAN KAMPEN ADVISORS INC | n/a | Apr 26, 2004 | Mar 7, 2008 | no | OAKBROOK TERRACE, IL | Previous registration |
| 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 |
| Spc | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Feb 22, 2016 | Feb 26, 2016 | 4 | Firm change | Other |
| CUSO FINANCIAL SERVICES, L.P. | Spc | Jan 2, 2013 | Jun 17, 2013 | 166 | Firm change | Other |
| HUNTINGTON FINANCIAL ADVISORS | CUSO FINANCIAL SERVICES, L.P. | Feb 23, 2009 | Oct 28, 2011 | 977 | Firm change after gap | Other |
| VAN KAMPEN ADVISORS INC | HUNTINGTON FINANCIAL ADVISORS | Mar 7, 2008 | Sep 19, 2008 | 196 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:310207:OH:2020-10-12 | Oct 12, 2020 | Oct 1, 2020 | WESTERVILLE, OH | Firm change |