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

Robert Dale Bodnar

Cetera Investment Advisers LLCBD affiliatedPittsburgh, Padual registrantIAPD 2210287

Feed of 09/14/2026

At current firm

4 y

since Jul 1, 2022

In the industry

34 y

since Aug 4, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Jul 1, 2022 · Pittsburgh, Pa
Wesbanco Securities, Inc. BD affiliated
Jan 14, 2021 to Jul 8, 2022 · Pittsburgh, Pa
Cetera Investment Advisers LLC BD affiliated
Oct 17, 2016 to Dec 18, 2020 · Wexford, Pa
Osaic Institutions, Inc. BD affiliated
Oct 14, 2015 to Oct 4, 2016 · Tarentum, Pa
Essex National Securities, Inc. former
Apr 1, 2013 to Oct 16, 2015 · Leechburg, Pa
LPL Financial LLC BD affiliated
Oct 11, 2011 to Apr 8, 2013 · Monroeville, Pa
Uvest Financial Services Group, Inc. unclassified
Nov 27, 2007 to Oct 11, 2011 · Pittsburgh, Pa
Stifel, Nicolaus & Company, Incorporated national BD
Jul 31, 2007 to Nov 26, 2007 · Pittsburgh, Pa
Ryan Beck & Co. unclassified
Nov 2, 2004 to Jul 31, 2007 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

Wesbanco Securities, Inc. to Cetera Investment Advisers LLC
left Jul 8, 2022, registered Jul 1, 2022 (-7 days) · Affiliated broker-dealer or bank to another
Cetera Investment Advisers LLC to Wesbanco Securities, Inc.
left Dec 18, 2020, registered Jan 14, 2021 (27 days) · Affiliated broker-dealer or bank to another
Osaic Institutions, Inc. to Cetera Investment Advisers LLC
left Oct 4, 2016, registered Oct 17, 2016 (13 days) · Other
Essex National Securities, Inc. to Osaic Institutions, Inc.
left Oct 16, 2015, registered Oct 14, 2015 (-2 days) · Other · moved with a team
LPL Financial LLC to Essex National Securities, Inc.
left Apr 8, 2013, registered Apr 1, 2013 (-7 days) · Other
Uvest Financial Services Group, Inc. to LPL Financial LLC
left Oct 11, 2011, registered Oct 11, 2011 (0 days) · corporate re-registration, not a move
Stifel, Nicolaus & Company, Incorporated to Uvest Financial Services Group, Inc.
left Nov 26, 2007, registered Nov 27, 2007 (1 days) · Other
Ryan Beck & Co. to Stifel, Nicolaus & Company, Incorporated
left Jul 31, 2007, registered Jul 31, 2007 (0 days) · corporate re-registration, not a move

Signals

Robert Dale Bodnar left Wesbanco Securities, Inc. for Cetera Investment Advisers Llc (registered 2022-07-01)
Jul 8, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address