DFX Intelligence

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.

Registered advisor

Sarah Scholz Mijts

Wells Fargo AdvisorswirehousePalo Alto, Cadual registrantIAPD 5240839

Feed of 09/14/2026

Also filed as Sarah Anne Scholz

At current firm

2 y

since Feb 20, 2024

In the industry

19 y

since Dec 15, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Feb 20, 2024 · Palo Alto, Ca
Rockefeller Capital Management BD affiliated
May 11, 2022 to Feb 20, 2024 · San Carlos, Ca
J.P. Morgan Private Wealth Advisors LLC former
Apr 19, 2022 to Apr 26, 2022 · Palo Alto, Ca
Morgan Stanley wirehouse
Jun 8, 2021 to May 11, 2022 · Los Gatos, Ca
Wells Fargo Advisors wirehouse
Jan 3, 2011 to May 17, 2021 · Belmont, Ca
Wells Fargo Investments, LLC unclassified
Dec 18, 2006 to Jan 3, 2011 · Belmont, Ca

Moves

a registration end followed by a registration begin elsewhere

Rockefeller Capital Management to Wells Fargo Advisors
left Feb 20, 2024, registered Feb 20, 2024 (0 days) · Affiliated broker-dealer or bank to wirehouse
Morgan Stanley to J.P. Morgan Private Wealth Advisors LLC
left May 11, 2022, registered Apr 19, 2022 (-22 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
J.P. Morgan Private Wealth Advisors LLC to Rockefeller Capital Management
left Apr 26, 2022, registered May 11, 2022 (15 days) · Affiliated broker-dealer or bank to another · moved with a team
Wells Fargo Advisors to Morgan Stanley
left May 17, 2021, registered Jun 8, 2021 (22 days) · Wirehouse to wirehouse · moved with a team
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move

Signals

Sarah Scholz Mijts left Rockefeller Capital Management for Wells Fargo Advisors (registered 2024-02-20)
Feb 20, 2024 · Advisor changed firm · fact
Sarah Scholz Mijts left Morgan Stanley for J.P. Morgan Private Wealth Advisors Llc (registered 2022-04-19)
May 11, 2022 · Advisor changed firm · fact
Sarah Scholz Mijts left J.P. Morgan Private Wealth Advisors Llc for Rockefeller Capital Management (registered 2022-05-11)
Apr 26, 2022 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address