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RIA / WealthAdvisorCertified Financial Planner18 years in industry

ROBERT JAMES REAMER

Advisor at WINTHROP WEALTH

BOSTON, MA | Nooksack, WA | Bellevue, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61ea2f58-3e9c-9779-3a66-912e1429c856

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Aug 15, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WINTHROP WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 14, 2008
First registration: Aug 15, 2008
Dual registered: no
Other names: BOBBY REAMER|ROBERT J REAMER|BOBBY J REAMER|BOBBY JAMES REAMER
IAPD individual key: 5200308

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WINTHROP WEALTH	Independent wealth	Nov 15, 2022	n/a	yes	Bellevue, WA\|BOSTON, MA\|Nooksack, WA	Current employment
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Dec 18, 2013	Dec 2, 2022	no	BELLEVUE, WA\|MORRISTOWN, NJ\|BELLEVUE, WA\|Kirkland, WA\|Bellingham, WA	Previous registration
Myicon	State registered	Aug 6, 2012	Oct 13, 2022	no	KIRKLAND, WA	Previous registration
Myicon	State registered	Aug 6, 2012	Dec 31, 2021	no	BELLEVUE, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 29, 2011	Oct 28, 2015	no	BOTHELL, WA\|BOTHELL, WA\|SAN DIEGO, CA\|KIRKLAND, WA	Previous registration
WADDELL & REED	Former SEC adviser	Jan 7, 2010	May 12, 2011	no	SEATTLE, WA\|LYNNWOOD, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 15, 2008	Jan 4, 2010	no	BELLEVUE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIVATE ADVISOR GROUP, LLC	WINTHROP WEALTH	Dec 2, 2022	Nov 15, 2022	-17	Firm change	Ibd to RIA
Myicon	PRIVATE ADVISOR GROUP, LLC	Oct 13, 2022	Dec 18, 2013	-3,221	Firm change after gap	Other
LPL FINANCIAL LLC	Myicon	Oct 28, 2015	Aug 6, 2012	-1,178	Firm change after gap	Other
WADDELL & REED	LPL FINANCIAL LLC	May 12, 2011	Apr 29, 2011	-13	Firm change	Other
LPL FINANCIAL LLC	WADDELL & REED	Jan 4, 2010	Jan 7, 2010	3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
155216:288178:WA:2022-12-02	Dec 2, 2022	Nov 15, 2022	BELLINGHAM, WA	Firm change
136554:155216:WA:2022-10-13	Oct 13, 2022	Dec 18, 2013	KIRKLAND, WA	Firm change after gap
6413:136554:WA:2015-10-28	Oct 28, 2015	Aug 6, 2012	KIRKLAND, WA	Firm change after gap

Relationships

Registered with (5)

→ WINTHROP WEALTHRegistered adviserregistration: current employment
Nov 15, 2022 to presentfactForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Dec 18, 2013 to Dec 2, 2022factForm ADV
→ MYICONRegistered adviserregistration: previous registration
Aug 6, 2012 to Oct 13, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 29, 2011 to Oct 28, 2015factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jan 7, 2010 to May 12, 2011factForm ADV

Dated events

Occurred
Dec 2, 2022
Advisor changed firm
Robert James Reamer left Private Advisor Group, Llc for Winthrop Wealth (registered 2022-11-15)
Form ADVobserved 5 days ago
Occurred
Oct 13, 2022
Advisor changed firm
Robert James Reamer left Myicon for Private Advisor Group, Llc (registered 2013-12-18)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61ea2f58-3e9c-9779-3a66-912e1429c856
First observed: Aug 15, 2008
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROBERT JAMES REAMER

Advisor at WINTHROP WEALTH

BOSTON, MA | Nooksack, WA | Bellevue, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61ea2f58-3e9c-9779-3a66-912e1429c856

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:16 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WINTHROP WEALTH

Independent wealth

Nov 15, 2022

n/a

yes

Bellevue, WA|BOSTON, MA|Nooksack, WA

Current employment

PRIVATE ADVISOR GROUP, LLC

Bd affiliated wealth

Dec 18, 2013

Dec 2, 2022

BELLEVUE, WA|MORRISTOWN, NJ|BELLEVUE, WA|Kirkland, WA|Bellingham, WA

Previous registration

Myicon

State registered

Aug 6, 2012

Oct 13, 2022

KIRKLAND, WA

Previous registration

Myicon

State registered

Aug 6, 2012

Dec 31, 2021

BELLEVUE, WA

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Apr 29, 2011

Oct 28, 2015

BOTHELL, WA|BOTHELL, WA|SAN DIEGO, CA|KIRKLAND, WA

Previous registration

WADDELL & REED

Former SEC adviser

Jan 7, 2010

May 12, 2011

SEATTLE, WA|LYNNWOOD, WA

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Aug 15, 2008

Jan 4, 2010

BELLEVUE, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PRIVATE ADVISOR GROUP, LLC

WINTHROP WEALTH

Dec 2, 2022

Nov 15, 2022

-17

Firm change

Ibd to RIA

Myicon

PRIVATE ADVISOR GROUP, LLC

Oct 13, 2022

Dec 18, 2013

-3,221

Firm change after gap

Other

LPL FINANCIAL LLC

Myicon

Oct 28, 2015

Aug 6, 2012

-1,178

Firm change after gap

Other

WADDELL & REED

LPL FINANCIAL LLC

May 12, 2011

Apr 29, 2011

-13

Firm change

Other

LPL FINANCIAL LLC

WADDELL & REED

Jan 4, 2010

Jan 7, 2010

Firm change

Other

Team

Left

Joined

From

Kind

155216:288178:WA:2022-12-02

Dec 2, 2022

Nov 15, 2022

BELLINGHAM, WA

Firm change

136554:155216:WA:2022-10-13

Oct 13, 2022

Dec 18, 2013

KIRKLAND, WA

Firm change after gap

6413:136554:WA:2015-10-28

Oct 28, 2015

Aug 6, 2012

KIRKLAND, WA

Firm change after gap