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

William Daniel Bohney

Citizens Securities, Inc.BD affiliatedEast Toledo, Oh dual registrantIAPD 4230197

Certified Financial Planner

Feed of 09/15/2026

Also filed as Bill Bohney

At current firm

2 y

since Jul 18, 2024

In the industry

26 y

since Aug 30, 2000 (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

Citizens Securities, Inc. BD affiliated current
since Jul 18, 2024 · East Toledo, Oh
Raymond James Financial Services Advisors, Inc BD affiliated
Aug 25, 2017 to Jul 8, 2024 · Archbold, Oh
Valic Financial Advisors, Inc. BD affiliated
Jan 14, 2014 to Nov 9, 2016 · Carmel, In
Huntington Financial Advisors BD affiliated
Apr 26, 2012 to Jan 17, 2014 · Indianapolis, In
Chase Investment Services Corp. former
Jul 6, 2005 to Apr 18, 2012 · Columbia City, In
Banc One Securities Corporation unclassified
Apr 1, 2005 to Jul 6, 2005 · Fort Wayne, In

Moves

a registration end followed by a registration begin elsewhere

Raymond James Financial Services Advisors, Inc to Citizens Securities, Inc.
left Jul 8, 2024, registered Jul 18, 2024 (10 days) · Affiliated broker-dealer or bank to another
Valic Financial Advisors, Inc. to Raymond James Financial Services Advisors, Inc
left Nov 9, 2016, registered Aug 25, 2017 (289 days) · Other
Huntington Financial Advisors to Valic Financial Advisors, Inc.
left Jan 17, 2014, registered Jan 14, 2014 (-3 days) · Other
Chase Investment Services Corp. to Huntington Financial Advisors
left Apr 18, 2012, registered Apr 26, 2012 (8 days) · Other
Banc One Securities Corporation to Chase Investment Services Corp.
left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move

Signals

William Daniel Bohney left Raymond James Financial Services Advisors, Inc for Citizens Securities, Inc. (registered 2024-07-18)
Jul 8, 2024 · 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address