Timothy A. Bohnett
Professional summary
Timothy Allen Bohnett, who also goes by Tim Bohnett, is a registered financial advisor currently at FARTHER located in Phoenix, Arizona.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Timothy has worked at 5 firms and has passed the Series 66, Series 57TO, SIE, Series 3, Series 55, Series 7, Series 4, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Allen Bohnett's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 7, 2025 - Present
FARTHER
July 28, 2021 - July 26, 2022
TD AMERITRADE, INC.
July 27, 2021 - July 26, 2022
TD AMERITRADE, INC.
April 22, 2016 - November 14, 2017
OPTIONSXPRESS, INC.
July 26, 2011 - November 29, 2024
CHARLES SCHWAB & CO., INC.
July 25, 2011 - November 29, 2024
CHARLES SCHWAB & CO., INC.
March 7, 2011 - April 12, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
FARTHER
CRD#: 302050 / SEC#: 801-116721
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/7/2025)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 3/20/2015
Limited Representative-Equity Trader ExamCurrent Firm
FARTHER
CRD#: 302050 / SEC#: 801-116721
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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