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
Mitchell Thomas Bodenmiller
Chartered Financial Analyst
Feed of 09/15/2026
At current firm
1 y
since Nov 26, 2024
In the industry
12 y
since Dec 1, 2013 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Waverly Advisors, LLC independent RIA currentsince Nov 26, 2024 · Dayton, Oh
- Buckingham Capital Management, Inc. formerSep 29, 2022 to Mar 14, 2025 · Dayton, Oh
- Newedge Advisors BD affiliatedNov 1, 2021 to Jul 26, 2022 · New Orleans, La
- Mid Atlantic Financial Management, Inc. formerJun 14, 2021 to Nov 1, 2021 · Pittsburgh, Pa
- Westminster Financial Advisory Corp independent RIAJan 23, 2020 to Feb 12, 2021 · Beavercreek, Oh
- Tudor Financial, Inc. independent RIAJan 23, 2019 to Feb 17, 2021 · Dayton, Oh
Moves
a registration end followed by a registration begin elsewhere
- Buckingham Capital Management, Inc. to Waverly Advisors, LLCleft Mar 14, 2025, registered Nov 26, 2024 (-108 days) · RIA to RIA · moved with a team
- Newedge Advisors to Buckingham Capital Management, Inc.left Jul 26, 2022, registered Sep 29, 2022 (65 days) · Affiliated broker-dealer or bank to independent RIA
- Mid Atlantic Financial Management, Inc. to Newedge Advisorsleft Nov 1, 2021, registered Nov 1, 2021 (0 days) · corporate re-registration, not a move
- Tudor Financial, Inc. to Westminster Financial Advisory Corpleft Feb 17, 2021, registered Jan 23, 2020 (-391 days) · RIA to RIA
- Westminster Financial Advisory Corp to Mid Atlantic Financial Management, Inc.left Feb 12, 2021, registered Jun 14, 2021 (122 days) · RIA to affiliated broker-dealer or bank
Signals
- Mitchell Thomas Bodenmiller left Buckingham Capital Management, Inc. for Waverly Advisors, Llc (registered 2024-11-26)Mar 14, 2025 · Advisor changed firm · fact
- Mitchell Thomas Bodenmiller left Newedge Advisors for Buckingham Capital Management, Inc. (registered 2022-09-29)Jul 26, 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
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address