Inactive

Kaitlin Yardley

Schaeffer Financial LLC

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Current Employers

Schaeffer Financial Llc

4612 Great Oak Road, Rockville, MD 20853 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2015-01-12

TX RA
APPROVED

Since 2015-01-12

Branch Locations

4612 Great Oak Road, Rockville, MD 20853 • United States

Houston, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Schaeffer Financial, Llc	Rockville	MD	08/2014	05/2019
Schaeffer Financial, Llc	Rockville	MD	05/2019	06/2025
Schaeffer Financial, Llc	Rockville	MD	06/2025	Present

08/2014 → 05/2019

Schaeffer Financial, Llc

Rockville, MD
05/2019 → 06/2025

Schaeffer Financial, Llc

Rockville, MD
06/2025 → Present

Schaeffer Financial, Llc

Rockville, MD

Previous Registrations

2010-08-24 → 2012-03-12

Yeske Buie Inc.

Vienna, VA
2009-10-22 → 2010-07-21

Schaeffer Financial Llc

Rockville, MD

Designations

Other Names

Kaitlin K Schaeffer
Kaitlin Kelly Schaeffer
Kaitlin Kelly Schaeffer Yardley
Kaitlin Kelly Schaeffer Yardley

View on SEC IAPD

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PROFIT INVESTMENTS

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Other Investors

JOHN BRIAN OETTINGER

JORDAN SCOTT KRAUS

Anna Laureys Squier

JASON SCOTT COHEN

JENNIFER CHRISTINE PASCAL

Annalise Taylor Haywood

Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD

NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD

J.P. MORGAN SECURITIES LLC · Rockville, MD

UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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