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
Achim Von Bodman
Certified Financial Planner
Feed of 09/14/2026
Also filed as Achim Johannes Von Bodman
At current firm
2 y
since Mar 27, 2024
In the industry
21 y
since Jan 28, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Orbit Financial Planning And Investments state registered currentsince Mar 27, 2024 · Champaign, Il
- J.P. Morgan Securities LLC wirehouseOct 25, 2019 to Aug 23, 2023 · Champaign, Il
- Nadler Financial Group, Inc. independent RIAJan 19, 2017 to Jun 24, 2019 · Deerfield, Il
- Morgan Stanley wirehouseJul 8, 2009 to Oct 7, 2010 · Forsyth, Il
- Gryphon Advisors, LLC formerSep 29, 2006 to Mar 25, 2009 · Evanston, Il
- Gryphon Advisors unclassifiedMar 9, 2005 to Sep 29, 2006 · Evaston, Il
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Orbit Financial Planning And Investmentsleft Aug 23, 2023, registered Mar 27, 2024 (217 days) · Wirehouse to a state-registered adviser
- Nadler Financial Group, Inc. to J.P. Morgan Securities LLCleft Jun 24, 2019, registered Oct 25, 2019 (123 days) · RIA to wirehouse
- Morgan Stanley to Nadler Financial Group, Inc.left Oct 7, 2010, registered Jan 19, 2017 (2296 days) · Other
- Gryphon Advisors, LLC to Morgan Stanleyleft Mar 25, 2009, registered Jul 8, 2009 (105 days) · Other
- Gryphon Advisors to Gryphon Advisors, LLCleft Sep 29, 2006, registered Sep 29, 2006 (0 days) · Other
Signals
- Achim Von Bodman left J.P. Morgan Securities Llc for Orbit Financial Planning And Investments (registered 2024-03-27)Aug 23, 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
- STATE REGISTEREDderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address