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

Rachel Roher

Nationwide Investment Advisors, LLCBD affiliatedColumbus, Ohdual registrantIAPD 7123206

Feed of 09/14/2026

Also filed as Rachel Roher

At current firm

1 y

since Feb 11, 2025

In the industry

11 y

since Feb 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Nationwide Investment Advisors, LLC BD affiliated current
since Feb 11, 2025 · Columbus, Oh
Ascensus Investment Advisors, LLC institutional
Feb 27, 2023 to Sep 4, 2024 · Columbus, Oh
Merit Wealth Management, LLC unclassified
Aug 2, 2022 to Nov 28, 2022 · Franklin, Tn
Hamilton Capital independent RIA
Sep 15, 2020 to Mar 2, 2022 · Columbus, Oh
Nationwide Investment Advisors, LLC BD affiliated
Feb 21, 2020 to Jul 31, 2020 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

Ascensus Investment Advisors, LLC to Nationwide Investment Advisors, LLC
left Sep 4, 2024, registered Feb 11, 2025 (160 days) · Other
Merit Wealth Management, LLC to Ascensus Investment Advisors, LLC
left Nov 28, 2022, registered Feb 27, 2023 (91 days) · Other
Hamilton Capital to Merit Wealth Management, LLC
left Mar 2, 2022, registered Aug 2, 2022 (153 days) · Other
Nationwide Investment Advisors, LLC to Hamilton Capital
left Jul 31, 2020, registered Sep 15, 2020 (46 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Rachel Roher left Ascensus Investment Advisors, Llc for Nationwide Investment Advisors, Llc (registered 2025-02-11)
Sep 4, 2024 · Advisor changed firm · fact
Rachel Roher left Merit Wealth Management, Llc for Ascensus Investment Advisors, Llc (registered 2023-02-27)
Nov 28, 2022 · Advisor changed firm · fact
Rachel Roher left Hamilton Capital for Merit Wealth Management, Llc (registered 2022-08-02)
Mar 2, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address