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
Daniel L Bonder
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Nov 8, 2024
In the industry
32 y
since Aug 1, 1994 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Advisory Services, LLC BD affiliated currentsince Nov 8, 2024 · Lady Lake, Fl
- Arbor Point Advisors formerNov 14, 2023 to Nov 8, 2024 · Mayfield Hts, Oh
- Beacon Financial Advisory LLC independent RIAJun 26, 2015 to Nov 13, 2023 · Cleveland, Oh
- Capital Analysts BD affiliatedJun 5, 2012 to Nov 13, 2023 · Cleveland, Oh
- Lincoln Investment independent RIAJun 1, 2012 to Jul 20, 2015 · Cleveland, Oh
- Cincinnati Analysts, Inc formerApr 26, 2010 to Jun 1, 2012 · Cleveland, Oh
- Sanders Morris LLC independent RIADec 5, 2006 to May 21, 2010 · Beachwood, Oh
- Osaic Fa, Inc. formerJan 1, 2000 to Dec 6, 2006 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- Arbor Point Advisors to Osaic Advisory Services, LLCleft Nov 8, 2024, registered Nov 8, 2024 (0 days) · corporate re-registration, not a move
- Beacon Financial Advisory LLC to Arbor Point Advisorsleft Nov 13, 2023, registered Nov 14, 2023 (1 days) · RIA to affiliated broker-dealer or bank
- Capital Analysts to Beacon Financial Advisory LLCleft Nov 13, 2023, registered Jun 26, 2015 (-3062 days) · Other
- Lincoln Investment to Capital Analystsleft Jul 20, 2015, registered Jun 5, 2012 (-1140 days) · Other · moved with a team
- Cincinnati Analysts, Inc to Lincoln Investmentleft Jun 1, 2012, registered Jun 1, 2012 (0 days) · corporate re-registration, not a move
- Sanders Morris LLC to Cincinnati Analysts, Incleft May 21, 2010, registered Apr 26, 2010 (-25 days) · Other
- Osaic Fa, Inc. to Sanders Morris LLCleft Dec 6, 2006, registered Dec 5, 2006 (-1 days) · Other
Signals
- Daniel L Bonder left Beacon Financial Advisory Llc for Arbor Point Advisors (registered 2023-11-14)Nov 13, 2023 · Advisor changed firm · fact
- Daniel L Bonder left Capital Analysts for Beacon Financial Advisory Llc (registered 2015-06-26)Nov 13, 2023 · 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address