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RIA / WealthAdvisor31 years in industry

Bartholomew Timothy-Dylan Mackler

Advisor at MAINSTAY CAPITAL MANAGEMENT, LLC

GRAND BLANC, MI

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Search this name across graphsid dfx:ria:9bea35ef-af3c-15fb-3bdc-5819ab185098

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 21, 2014 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: MAINSTAY CAPITAL MANAGEMENT, LLC
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: Jan 27, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 27, 1995
First registration: Mar 21, 2014
Dual registered: no
Other names: BARTHOLOMEW MACKLER|BARTHOLOMEW TIMOTHY MACKLER|bartholomew timothy-dylan mackler|Bartholomew T Mackler|Bart T Mackler
IAPD individual key: 2571840

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
MAINSTAY CAPITAL MANAGEMENT, LLC	Independent wealth	Feb 7, 2025	n/a	yes	GRAND BLANC, MI	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 16, 2023	Jan 30, 2025	no	AUBURN HILLS, MI\|SAN DIEGO, CA\|Auburn Hills, MI	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Dec 13, 2022	Oct 17, 2023	no	Bingham Farms, MI	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 12, 2019	Dec 31, 2020	no	Ann Arbor, MI	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 12, 2019	Jan 11, 2021	no	Ann Arbor, MI	Previous registration
GREAT LAKES WEALTH, LLC	Independent wealth	Mar 20, 2018	Feb 28, 2019	no	Northville, MI	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Dec 11, 2017	Feb 15, 2018	no	SHELBY TOWNSHIP, MI	Previous registration
CONCORDE ASSET MANAGEMENT, LLC	Bd affiliated wealth	Mar 21, 2014	Nov 27, 2017	no	TROY, MI\|ANN ARBOR, MI\|Rochester Hills, MI	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
LPL FINANCIAL LLC	MAINSTAY CAPITAL MANAGEMENT, LLC	Jan 30, 2025	Feb 7, 2025	8	Firm change	Ibd to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	LPL FINANCIAL LLC	Oct 17, 2023	Oct 16, 2023	-1	Firm change	Ibd to ibd
TD AMERITRADE, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 11, 2021	Dec 13, 2022	701	Firm change after gap	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Mar 12, 2019	-660	Bulk transfer	Other
GREAT LAKES WEALTH, LLC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 28, 2019	Mar 12, 2019	12	Firm change	Other
OSAIC INSTITUTIONS, INC.	GREAT LAKES WEALTH, LLC	Feb 15, 2018	Mar 20, 2018	33	Firm change	Other
CONCORDE ASSET MANAGEMENT, LLC	OSAIC INSTITUTIONS, INC.	Nov 27, 2017	Dec 11, 2017	14	Firm change	Other

Relationships

Registered with (8)

→ MAINSTAY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 7, 2025 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 16, 2023 to Jan 30, 2025factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Dec 13, 2022 to Oct 17, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 12, 2019 to Jan 11, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 12, 2019 to Dec 31, 2020factForm ADV
→ GREAT LAKES WEALTH, LLCRegistered adviserregistration: previous registration
Mar 20, 2018 to Feb 28, 2019factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Dec 11, 2017 to Feb 15, 2018factForm ADV
→ CONCORDE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 21, 2014 to Nov 27, 2017factForm ADV

Dated events

Occurred
Jan 30, 2025
Advisor changed firm
Bartholomew Timothy-Dylan Mackler left Lpl Financial Llc for Mainstay Capital Management, Llc (registered 2025-02-07)
Form ADVobserved 5 days ago
Occurred
Oct 17, 2023
Advisor changed firm
Bartholomew Timothy-Dylan Mackler left Raymond James Financial Services Advisors, Inc for Lpl Financial Llc (registered 2023-10-16)
Form ADVobserved 5 days ago