Naomi Sue Roberts

140 Dorchester Square S. Suite B, Westerville, OH 43081 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2020-10-01

Branch Locations

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

Organization	City	State	From	To
Raymond James Financial Services, Inc	Westerville	OH	06/2014	09/2020
Raymond James Financial Services Advisors Inc.	Westerville	OH	07/2014	09/2020
Yarger Wealth Strategies	Westerville	OH	09/2020	Present

06/2014 → 09/2020

Raymond James Financial Services, Inc

Westerville, OH
07/2014 → 09/2020

Raymond James Financial Services Advisors Inc.

Westerville, OH
09/2020 → Present

Yarger Wealth Strategies

Westerville, OH

2014-07-02 → 2020-10-12

Raymond James Financial Services Advisors, Inc

Westerville, OH
2013-05-16 → 2014-05-29

Tiaa-Cref Individual & Institutional Services, Llc

Ann Arbor, MI
2011-05-19 → 2013-01-31

Freedom One Investment Advisors, Inc.

Clarkston, MI
2009-01-02 → 2009-05-21

Raymond James Financial Services Advisors, Inc

Saint Petersburg, FL
2008-04-23 → 2009-01-02

Raymond James Financial Services, Inc.

Westerville, OH
2006-02-02 → 2008-04-25

Northwestern Mutual Investment Services, Llc

Upper Arlington, OH

Columbus, OH

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-09-11
S63	Uniform Securities Agent State Law Examination	2001-02-24

Other Firms