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Reading the graph
Reading the graph
Advisor at FARTHER
Bloomfield, MI | SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Farther | Independent wealth | Jan 1, 2026 | n/a | yes | SAN FRANCISCO, CA|Bloomfield, MI | Current employment |
| KMG FIDUCIARY PARTNERS, LLC | Independent wealth | Dec 13, 2022 | Nov 11, 2025 | no | Birmingham, MI|TOLEDO, OH | Previous registration |
| CRANBROOK WEALTH MANAGEMENT, LLC | Independent wealth | Oct 8, 2010 | Nov 14, 2022 | no | BLOOMFIELD HILLS, MI|BLOOMFIELD HILLS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KMG FIDUCIARY PARTNERS, LLC | Farther | Nov 11, 2025 | Jan 1, 2026 | 51 | Firm change | RIA to RIA |
| CRANBROOK WEALTH MANAGEMENT, LLC | KMG FIDUCIARY PARTNERS, LLC | Nov 14, 2022 | Dec 13, 2022 | 29 | Firm change | RIA to RIA |