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RIA / WealthAdvisorCertified Financial Planner18 years in industry

JOHN WILLIAM BACH

Advisor at INVEST CAPITAL PARTNERS

SPRINGBORO, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2008 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: INVEST CAPITAL PARTNERS
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: Mar 17, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 7
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 17, 2008
First registration: Mar 19, 2008
Dual registered: no
Other names: WILL BACH|JOHN WILLIAM BACH
IAPD individual key: 5436710

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
INVEST CAPITAL PARTNERS	Independent wealth	Apr 12, 2017	n/a	yes	SPRINGBORO, OH	Current employment
BOND TECH INC	Mixed wealth	Mar 15, 2017	Jan 6, 2023	no	BELLBROOK, OH	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 6, 2015	Apr 3, 2017	no	SPRINGBORO, OH	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 13, 2013	Oct 6, 2015	no	MIAMISBURG, OH	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Mar 16, 2012	Feb 13, 2013	no	MIAMISBURG, OH	Previous registration
MORGAN STANLEY	Wirehouse	Oct 15, 2009	Apr 13, 2012	no	Centerville, OH\|DAYTON, OH	Previous registration
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	Jul 14, 2008	Nov 23, 2009	no	INDIANAPOLIS, IN\|KOKOMO, IN	Previous registration
WADDELL & REED	Former SEC adviser	Mar 19, 2008	Jul 17, 2008	no	CHARLEROI, PA	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
BOND TECH INC	INVEST CAPITAL PARTNERS	Jan 6, 2023	Apr 12, 2017	-2,095	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	BOND TECH INC	Apr 3, 2017	Mar 15, 2017	-19	Firm change	Other
RAYMOND JAMES & ASSOCIATES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 6, 2015	Oct 6, 2015	0	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Feb 13, 2013	Feb 13, 2013	0	Bulk transfer	Other
MORGAN STANLEY	MORGAN KEEGAN & COMPANY, LLC	Apr 13, 2012	Mar 16, 2012	-28	Firm change	Other
CREATIVE FINANCIAL DESIGNS, INC.	MORGAN STANLEY	Nov 23, 2009	Oct 15, 2009	-39	Firm change after gap	Other
WADDELL & REED	CREATIVE FINANCIAL DESIGNS, INC.	Jul 17, 2008	Jul 14, 2008	-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
149018:105979:OH:2017-04-03	Apr 3, 2017	Mar 15, 2017	SPRINGBORO, OH	Firm change
705:149018:OH:2015-10-06	Oct 6, 2015	Oct 6, 2015	MIAMISBURG, OH	Firm change

Relationships

Registered with (8)

→ INVEST CAPITAL PARTNERSRegistered adviserregistration: current employment
Apr 12, 2017 to presentfactForm ADV
→ BOND TECH INCRegistered adviserregistration: previous registration
Mar 15, 2017 to Jan 6, 2023factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 6, 2015 to Apr 3, 2017factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 13, 2013 to Oct 6, 2015factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Mar 16, 2012 to Feb 13, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Oct 15, 2009 to Apr 13, 2012factForm ADV
→ CREATIVE FINANCIAL DESIGNS, INC.Registered adviserregistration: previous registration
Jul 14, 2008 to Nov 23, 2009factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Mar 19, 2008 to Jul 17, 2008factForm ADV

Dated events

Occurred
Jan 6, 2023
Advisor changed firm
John William Bach left Bond Tech Inc for Invest Capital Partners (registered 2017-04-12)
Form ADVobserved 6 days ago