RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T•••••• M••• S•••••••
- Designations
- CMFC, AIFreportedyargerwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- yargerwealth.com/about-us/timothy-scholtenreportedyargerwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Y••••• W••••• S••••••••• L•• independent RIA currentsince Oct 1, 2020 · Westerville, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedFeb 26, 2016 to Oct 12, 2020 · Westerville, Oh
- S•• BD affiliatedJun 17, 2013 to Feb 22, 2016 · New Albany, Oh
- C••• F•••••••• S•••••••• L••• formerOct 28, 2011 to Jan 2, 2013 · Columbus, Oh
- H••••••••• F•••••••• A••••••• BD affiliatedSep 19, 2008 to Feb 23, 2009 · Columbus, Oh
- V•• K••••• A••••••• I•• unclassifiedApr 26, 2004 to Mar 7, 2008 · Oakbrook Terrace, Il
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to Y••••• W••••• S••••••••• L••left Oct 12, 2020, registered Oct 1, 2020 (-11 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- S•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Feb 22, 2016, registered Feb 26, 2016 (4 days) · Other
- C••• F•••••••• S•••••••• L••• to S••left Jan 2, 2013, registered Jun 17, 2013 (166 days) · Other
- H••••••••• F•••••••• A••••••• to C••• F•••••••• S•••••••• L•••left Feb 23, 2009, registered Oct 28, 2011 (977 days) · Other
- V•• K••••• A••••••• I•• to H••••••••• F•••••••• A•••••••left Mar 7, 2008, registered Sep 19, 2008 (196 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address