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Mitchell Thomas Bodenmiller

Waverly Advisors, LLC

Dayton, OH

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-26
  • OH RA
    APPROVED
    Since 2024-11-26

Branch Locations

6856 Loop Rd., Dayton, OH 45459 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Westminster Financial Securities, Inc. Dayton OH 08/2018 01/2021
Fifth Third Bank Beavercreek OH 09/2017 08/2018
Ohio Cat Troy OH 12/2013 09/2017
Tudor Financial Inc. Dayton OH 08/2018 01/2021
Unemployed Dayton OH 02/2021 06/2021
Mid Atlantic Capital Corporation Pittsburgh PA 06/2021 07/2022
Mid Atlantic Financial Management Pittsburgh PA 06/2021 07/2022
Newedge Advisors, Llc. New Orleans LA 11/2021 07/2022
Buckingham Capital Management Dayton OH 08/2022 03/2025
Waverly Advisors, Llc Dayton OH 11/2024 Present
  • 08/2018 → 01/2021
    Westminster Financial Securities, Inc.
    Dayton, OH
  • 09/2017 → 08/2018
    Fifth Third Bank
    Beavercreek, OH
  • 12/2013 → 09/2017
    Ohio Cat
    Troy, OH
  • 08/2018 → 01/2021
    Dayton, OH
  • 02/2021 → 06/2021
    Unemployed
    Dayton, OH
  • 06/2021 → 07/2022
    Mid Atlantic Capital Corporation
    Pittsburgh, PA
  • 06/2021 → 07/2022
    Mid Atlantic Financial Management
    Pittsburgh, PA
  • 11/2021 → 07/2022
    Newedge Advisors, Llc.
    New Orleans, LA
  • 08/2022 → 03/2025
    Buckingham Capital Management
    Dayton, OH
  • 11/2024 → Present
    Dayton, OH
Previous Registrations
  • 2022-09-29 → 2025-03-14
    Buckingham Capital Management, Inc.
    Dayton, OH
  • 2021-11-01 → 2022-07-26
    New Orleans, LA
    Centerville, OH
  • 2021-06-14 → 2021-11-01
    Mid Atlantic Financial Management, Inc.
    Pittsburgh, PA
    Centerville, OH
  • 2019-01-23 → 2021-02-17
    Dayton, OH
  • 2020-01-23 → 2021-02-12
    Beavercreek, OH
Other Businesses

CFA SOCIETY OF DAYTON~NON-INVESTMENT RELATED~860 E. FRANKLIN ST, SUITE A, CENTERVILLE, OH 45459~LOCAL CHAPTER OF THE CFA SOCIETY (PROFESSIONAL ORGANIZATION)~MEMBERSHIP CHAIR~JUL 2021~4HRS PER MONTH~4HRS PER MONTH DURING MARKET~I HAVE BEEN ELECTED AS THE MEMBERSHIP CHAIR FOR THE DAYTON CFA SOCIETY. THIS IS A 2-YEAR COMMITMENT BEGINNING ON JULY 1, 2021 AND ENDING ON JUNE 30, 2023 (UNLESS I WOULD CHOOSE TO RUN AND AM REELECTED). PRIMARY RESPONSIBILITIES OF THIS ROLE INCLUDE 1)TRACKING AND UPDATING THE SOCIETY ROSTER OF NATIONAL, LOCAL, AND STUDENT MEMBERS, 2)REACHING OUT TO CURRENT MEMBERS TO RENEW MEMBERSHIP WITH THE SOCIETY 3)WORKING AS AN AMBASSADOR WITH THE LOCAL COLLEGE FINANCE PROGRAMS TO ENCOURAGE STUDENT PARTICIPATION IN THE SOCIETY, AND 4)REPORTING MEMBERSHIP INFORMATION IN THE BOARD'S MONTHLY MEETINGS. ****Centerville Noon Optimists...Not Investment Related...Centerville, OH 45458...Service Club Membership...Board of Directors - Member....Sep 01 2022...2 Hours per month...0 Hours during trading hours...motion and vote on measure of club business (new/old membership, donation requests, fundraising activities for club) - answer questions about club from membership

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-13
  • S66 Uniform Combined State Law Examination
    2018-12-13
Designations

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