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RIA / WealthAdvisorCertified Financial Planner10 years in industry

ELIZABETH CLARE WOLLEBEN YODER

Advisor at DEPENDENT FINANCIAL PLANNING

EDGEWATER, MD

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Search this name across graphsid dfx:ria:b1ffa531-31cc-73b1-a1a3-620373e3dea0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 21, 2020 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: DEPENDENT FINANCIAL PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 5
Designations: Certified Financial Planner
First registration: Feb 21, 2020
Dual registered: no
Other names: Elizabeth Wolleben Yoder|ELIZABETH CLARE WOLLEBE YODER|Liz Yoder
IAPD individual key: 7231333

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
DEPENDENT FINANCIAL PLANNING	State registered	Oct 16, 2024	n/a	yes	EDGEWATER, MD	Current employment
HIBERNIA WEALTH PARTNERS, LLC	Independent wealth	Jan 6, 2023	Oct 9, 2024	no	Edgewater, MD	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Feb 12, 2021	Dec 21, 2022	no	MORRISTOWN, NJ\|Edgewater, MD\|Farmington, CT	Previous registration
BAY POINT WEALTH	Former SEC adviser	Feb 21, 2020	Feb 12, 2021	no	ANNAPOLIS, MD	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
HIBERNIA WEALTH PARTNERS, LLC	DEPENDENT FINANCIAL PLANNING	Oct 9, 2024	Oct 16, 2024	7	Firm change	RIA to state RIA
PRIVATE ADVISOR GROUP, LLC	HIBERNIA WEALTH PARTNERS, LLC	Dec 21, 2022	Jan 6, 2023	16	Firm change	Ibd to RIA
BAY POINT WEALTH	PRIVATE ADVISOR GROUP, LLC	Feb 12, 2021	Feb 12, 2021	0	Firm change	RIA to ibd

Relationships

Registered with (4)

→ DEPENDENT FINANCIAL PLANNINGRegistered adviserregistration: current employment
Oct 16, 2024 to presentfactForm ADV
→ HIBERNIA WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 6, 2023 to Oct 9, 2024factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Feb 12, 2021 to Dec 21, 2022factForm ADV
→ BAY POINT WEALTHRegistered adviserregistration: previous registration
Feb 21, 2020 to Feb 12, 2021factForm ADV

Dated events

Occurred
Oct 9, 2024
Advisor changed firm
Elizabeth Clare Wolleben Yoder left Hibernia Wealth Partners, Llc for Dependent Financial Planning (registered 2024-10-16)
Form ADVobserved 6 days ago
Occurred
Dec 21, 2022
Advisor changed firm
Elizabeth Clare Wolleben Yoder left Private Advisor Group, Llc for Hibernia Wealth Partners, Llc (registered 2023-01-06)
Form ADVobserved 6 days ago