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Reading the graph
Advisor at FARTHER
SAN FRANCISCO, CA | Austin, TX
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 | May 20, 2024 | n/a | yes | Austin, TX|SAN FRANCISCO, CA | Current employment |
| WEALTHNET INVESTMENTS, LLC | n/a | Oct 23, 2013 | Dec 4, 2024 | no | ENGLEWOOD, CO|GREENWOOD VILLAGE, CO|CASTLE PINES, CO | Previous registration |
| CENTRIC INVESTMENT GROUP INC | Former SEC adviser | Nov 29, 2011 | Mar 18, 2014 | no | LITTLETON, CO | Previous registration |
| GENEOS WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Apr 12, 2005 | Dec 31, 2006 | no | GREENWOOD VILLAGE, CO | Previous registration |
| GENEOS WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Jan 10, 2003 | May 30, 2003 | no | ENGLEWOOD, CO | Previous registration |
| CENTRIC INVESTMENT GROUP INC | Former SEC adviser | Jan 1, 1999 | Nov 17, 2009 | no | ENGLEWOOD, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHNET INVESTMENTS, LLC | Farther | Dec 4, 2024 | May 20, 2024 | -198 | Firm change after gap | Other |
| CENTRIC INVESTMENT GROUP INC | WEALTHNET INVESTMENTS, LLC | Mar 18, 2014 | Oct 23, 2013 | -146 | Firm change after gap | Other |
| CENTRIC INVESTMENT GROUP INC | GENEOS WEALTH MANAGEMENT, INC. | Nov 17, 2009 | Jan 10, 2003 | -2,503 | Firm change after gap | Other |
| GENEOS WEALTH MANAGEMENT, INC. | CENTRIC INVESTMENT GROUP INC | Dec 31, 2006 | Nov 29, 2011 | 1,794 | Firm change after gap | Other |