DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Timothy James Bodner
Feed of 09/14/2026
Also filed as Tim Bodner
At current firm
1 y
since Jun 30, 2025
In the industry
36 y
since Dec 12, 1989 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Ausdal Financial Partners, Inc. independent RIA currentsince Jun 30, 2025 · Saint Petersburg, Fl
- Osaic Wealth, Inc. BD affiliatedOct 11, 2024 to Jun 30, 2025 · Palm Beach Gardens, Fl
- American Portfolios Advisors, Inc formerAug 27, 2019 to Oct 11, 2024 · Holbrook, Ny
- Concourse Financial Group Advisors formerOct 22, 2015 to Nov 8, 2017 · Largo, Fl
- B. Riley Wealth Advisors, Inc. BD affiliatedMay 8, 2014 to Oct 9, 2015 · St Petersburg, Fl
- Asset & Financial Planning, Ltd formerJan 28, 2010 to May 6, 2014 · Clearwater, Fl
- Qa3 Financial LLC unclassifiedJun 8, 2004 to Nov 5, 2009 · St Petersburg, Fl
- Osaic Wealth, Inc. BD affiliatedDec 8, 2003 to May 14, 2004 · St. Petersburg, Fl
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Ausdal Financial Partners, Inc.left Jun 30, 2025, registered Jun 30, 2025 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- American Portfolios Advisors, Inc to Osaic Wealth, Inc.left Oct 11, 2024, registered Oct 11, 2024 (0 days) · corporate re-registration, not a move
- Concourse Financial Group Advisors to American Portfolios Advisors, Incleft Nov 8, 2017, registered Aug 27, 2019 (657 days) · Other
- B. Riley Wealth Advisors, Inc. to Concourse Financial Group Advisorsleft Oct 9, 2015, registered Oct 22, 2015 (13 days) · Other
- Asset & Financial Planning, Ltd to B. Riley Wealth Advisors, Inc.left May 6, 2014, registered May 8, 2014 (2 days) · corporate re-registration, not a move
- Qa3 Financial LLC to Asset & Financial Planning, Ltdleft Nov 5, 2009, registered Jan 28, 2010 (84 days) · Other
- Osaic Wealth, Inc. to Qa3 Financial LLCleft May 14, 2004, registered Jun 8, 2004 (25 days) · Other
Signals
- Timothy James Bodner left Osaic Wealth, Inc. for Ausdal Financial Partners, Inc. (registered 2025-06-30)Jun 30, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address