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Member, CCO, COO · YFP Wealth

TIMOTHY J. BAKER

CRD 6130547 · Named on Form ADV at one SEC-registered adviser

At a glance

YFP Wealth, an SEC-registered wealth manager based in New Albany, OH with $53 million in regulatory assets, lists TIMOTHY J. BAKER on its Form ADV as Member, CCO, COO, a control person.

Firms and roles

  • YFP WealthMember, CCO, COOWealth manager · New Albany, OH · $53M in regulatory assets

AtlasMembers

TIMOTHY’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For TIMOTHY’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.