DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Yarger Wealth Strategies, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jonathan Laird Yarger | Raymond James Financial Services Advisors, Inc BD affiliated | Yarger Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 12, 2020 | Oct 1, 2020 |
| Timothy Mark Scholten | Raymond James Financial Services Advisors, Inc BD affiliated | Yarger Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 12, 2020 | Oct 1, 2020 |
| Naomi Sue Roberts | Raymond James Financial Services Advisors, Inc BD affiliated | Yarger Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 12, 2020 | Oct 1, 2020 |
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3 moves match.