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
John Patrick Bohan
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Jan 9, 2026
In the industry
19 y
since Jan 1, 2007 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Aprio Wealth Management, LLC independent RIA currentsince Jan 9, 2026 · Littleton, Co
- Prism Financial Group, L.L.C. formerOct 10, 2023 to Dec 3, 2025 · Overland Park, Ks
- LPL Financial LLC BD affiliatedFeb 15, 2019 to Apr 28, 2020 · Denver, Co
- Rmb West, LLC formerApr 1, 2013 to Aug 29, 2016 · Denver, Co
- Financial Telesis, Inc. formerSep 29, 2010 to Feb 25, 2013 · San Rafael, Ca
- Osaic Fa, Inc. formerJan 1, 2007 to Jun 22, 2009 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Prism Financial Group, L.L.C. to Aprio Wealth Management, LLCleft Dec 3, 2025, registered Jan 9, 2026 (37 days) · RIA to RIA · moved with a team
- LPL Financial LLC to Prism Financial Group, L.L.C.left Apr 28, 2020, registered Oct 10, 2023 (1260 days) · Affiliated broker-dealer or bank to independent RIA
- Rmb West, LLC to LPL Financial LLCleft Aug 29, 2016, registered Feb 15, 2019 (900 days) · Other
- Financial Telesis, Inc. to Rmb West, LLCleft Feb 25, 2013, registered Apr 1, 2013 (35 days) · Other
- Osaic Fa, Inc. to Financial Telesis, Inc.left Jun 22, 2009, registered Sep 29, 2010 (464 days) · Other
Signals
- John Patrick Bohan left Prism Financial Group, L.L.C. for Aprio Wealth Management, Llc (registered 2026-01-09)Dec 3, 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address