Timothy Bohnett
Managing Director, RIA at Farther
Investment adviser representative
From the SEC’s public record of this individual, checked on 17 September 2026.
Timothy Bohnett is a managing director, ria of Farther Finance Advisors, LLC, a San Francisco-based SEC-registered investment adviser managing $16.01B. Timothy has been registered through the firm since 7 March 2025, with 14 years in the industry across 3 firms, holds adviser registrations in Arizona.
Counts are from the SEC record as checked on 17 September 2026. Years are measured to that date.
Role at Farther#
- Title on Schedule A
- Managing Director, RIA
- Control
- Schedule A does not report this person as a control person of the adviser.
- Ownership
- Schedule A reports the under-5% ownership band (NA).
- Tenure
- Role reported since 03/2026.
The firm
Farther Finance Advisors, LLC$16.01B regulatory AUM · 252 advisory staff · 340 officesFirm profileTitle and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing
Career on record#
- Farther7 March 2025 to presentPhoenix, AZ · 2 years · adviser representative only · firm CRD 302050
- Td Ameritrade, Inc.28 July 2021 to 26 July 2022Phoenix, AZ · 1 year · adviser representative only · firm CRD 7870
- Charles Schwab & Co., Inc.25 July 2011 to 29 November 2024Phoenix, AZ · 13 years · adviser representative only · firm CRD 5393
Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 22 September 2011, which may differ from the earliest registration below. View the IAPD record
Registrations and exams#
| State | Scope | Status | Since |
|---|---|---|---|
| Arizona | Investment adviser representative | Approved | 7 March 2025 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 April 2011 |
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 3 | National Commodity Futures Examination | 16 May 2016 |
| Series 55 | Limited Representative-Equity Trader Exam | 20 March 2015 |
| Series 7 | General Securities Representative Examination | 6 March 2011 |
| Series 4 | Registered Options Principal Examination | 20 June 2016 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 26 January 2013 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 5 January 2013 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record
Regulatory record#
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.
Where to check this individual's complete record, including any disciplinary history. View the IAPD record
Background#
Schedule A reports Timothy Allen Bohnett as Managing Director, RIA, with the role acquired in 03/2026. Form ADV Part 1A, Schedule A
Background statements are attributed to the named source. Firm biographies are not regulatory records.
Common questions#
What is Timothy Bohnett’s filed role?
Schedule A reports Timothy Allen Bohnett as Managing Director, RIA, with the role acquired in 03/2026.
Source: Form ADV Part 1A, Schedule A
What does IAPD report about Timothy Bohnett’s adviser registration?
IAPD reports a current investment-adviser registration through FARTHER beginning 2025-03-07, checked 17 September 2026.
Answered from the records above.
Leadership at Farther#
- Joseph Taylor MatthewsManaging MemberCRD 6077030
- Bradley Philip GenserChief Technology OfficerCRD 6372409
- Christopher Cother PowersChief Compliance OfficerCRD 1682585
- Olivia Vaccaro FournierHead of Client ServicesCRD 6578391
- Lindsey Michelle HillCX Team LeadCRD 7264716
- Jacolby Deangelo CrowCX Team LeadCRD 8161530
- Alex Seth PaulDirector, Advisor Investment StrategyCRD 6435641
- David KilinCFOCRD 4550182
- Michael Landon StrattonClient Operations LeadCRD 6216035
- Regina GonzalesSenior Manager, Client ExperienceCRD 2198149
Thor Christopher GouldManaging Director, RIACRD 6453683
Bryan C DalessandroManaging Director, RIACRD 5081148
Jeffery KernodleManaging Director, RIACRD 2948482- Lindsey Addison HarmonDirector, Advisor ExperienceCRD 6768760
- Daniel Leonardo CuevasSenior Manager, Client TransitionsCRD 2645996
- Stephanie Nicole KobtyClient TransitionsCRD 6791775
- Demi Christine MartinSenior Compliance AssociateCRD 7882469
- John Arthur BarraganExecutive in Residence - Client Experience & OperationsCRD 2941942
The other officers and owners named on the firm's Schedule A.
Sources
- IAPD individual record, CRD 5862012. Employment history, registrations and examinations.
- Form ADV Part 1A, Schedules A and B of Farther Finance Advisors, LLC, filed 24 August 2026. Title, control and ownership bands.
Retrieved 17 September 2026. The SEC record may have been amended since.
Report a correctionThis profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Timothy Bohnett or Farther Finance Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.
Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser.