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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant18 years in industry

BRENT THOMAS BODEN

Advisor at CORIENT

Cincinnati, OH

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Search this name across graphsid dfx:ria:9b2ed449-cbd0-d977-f9da-a447ef7e0e79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 5, 2009 to Sep 14, 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: CORIENT
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: Sep 13, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Sep 13, 2008
First registration: Nov 5, 2009
Dual registered: no
Other names: BRENT BODEN
IAPD individual key: 5401670

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
Corient	Independent wealth	Aug 21, 2025	n/a	yes	Cincinnati, OH	Current employment
Savvy	Independent wealth	Feb 9, 2023	Sep 2, 2025	no	Edgewood, KY	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Sep 8, 2020	Oct 19, 2021	no	Crestview Hills, KY	Previous registration
BB&T SECURITIES, LLC	Former SEC adviser	Jan 2, 2018	Sep 9, 2020	no	CRESTVIEW HILLS, KY\|CRESTVIEW HILLS, KY\|CHARLOTTE, NC\|CINCINNATI, OH	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Oct 28, 2015	Jan 2, 2018	no	CHARLOTTE, NC\|CRESTVIEW HILLS, KY\|CRESTVIEW HILLS, KY\|CRESTVIEW HILLS, KY	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Nov 9, 2012	Jan 20, 2015	no	OVERLAND PARK, KS\|FLORENCE, KY	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Nov 5, 2009	Feb 19, 2010	no	CINCINNATI, OH	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
Savvy	Corient	Sep 2, 2025	Aug 21, 2025	-12	Firm change	RIA to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	Savvy	Oct 19, 2021	Feb 9, 2023	478	Firm change after gap	Ibd to RIA
BB&T SECURITIES, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Sep 9, 2020	Sep 8, 2020	-1	Firm change	Ibd to ibd
BB&T INVESTMENT SERVICES, INC.	BB&T SECURITIES, LLC	Jan 2, 2018	Jan 2, 2018	0	Bulk transfer	Other
CETERA ADVISORS LLC	BB&T INVESTMENT SERVICES, INC.	Jan 20, 2015	Oct 28, 2015	281	Firm change	Other
MSI FINANCIAL SERVICES, INC.	CETERA ADVISORS LLC	Feb 19, 2010	Nov 9, 2012	994	Firm change after gap	Other

Relationships

Registered with (7)

→ CORIENTRegistered adviserregistration: current employment
Aug 21, 2025 to presentfactForm ADV
→ SAVVYRegistered adviserregistration: previous registration
Feb 9, 2023 to Sep 2, 2025factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 8, 2020 to Oct 19, 2021factForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 2, 2018 to Sep 9, 2020factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Oct 28, 2015 to Jan 2, 2018factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Nov 9, 2012 to Jan 20, 2015factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 5, 2009 to Feb 19, 2010factForm ADV

Dated events

Occurred
Sep 2, 2025
Advisor changed firm
Brent Thomas Boden left Savvy for Corient (registered 2025-08-21)
Form ADVobserved 5 days ago