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RIA / WealthAdvisor20 years in industry

NORMAN HENRY LEVESQUE

Advisor at FARTHER

SAN FRANCISCO, CA | Portland, ME

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Search this name across graphsid dfx:ria:067899b5-a3a2-900e-bfc2-9a0d35c89fd7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 19, 2006 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FARTHER
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 27, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 27, 2006
First registration: Jun 19, 2006
Dual registered: no
IAPD individual key: 5099084

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Farther	Independent wealth	Jun 15, 2026	n/a	yes	Portland, ME\|SAN FRANCISCO, CA	Current employment
WEALTHSHIELD PARTNERS, LLC	Independent wealth	Dec 3, 2021	Jul 1, 2026	no	Portland, ME\|CARY, NC\|Portland, ME	Previous registration
HARBORVIEW ADVISORS	Former SEC adviser	Oct 1, 2014	Dec 26, 2021	no	PORTLAND, ME	Previous registration
CANTELLA & CO., INC.	Former SEC adviser	Mar 16, 2012	Oct 8, 2014	no	PORTLAND, ME	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Mar 20, 2012	no	Portland, ME	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 19, 2006	Jun 1, 2009	no	PORTLAND, ME	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHSHIELD PARTNERS, LLC	Farther	Jul 1, 2026	Jun 15, 2026	-16	Firm change	RIA to RIA
HARBORVIEW ADVISORS	WEALTHSHIELD PARTNERS, LLC	Dec 26, 2021	Dec 3, 2021	-23	Firm change	RIA to RIA
CANTELLA & CO., INC.	HARBORVIEW ADVISORS	Oct 8, 2014	Oct 1, 2014	-7	Firm change	Other
MORGAN STANLEY	CANTELLA & CO., INC.	Mar 20, 2012	Mar 16, 2012	-4	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169584:302050:ME:2026-07-01	Jul 1, 2026	Jun 15, 2026	PORTLAND, ME	Firm change
173012:169584:ME:2021-12-26	Dec 26, 2021	Dec 3, 2021	PORTLAND, ME	Firm change

Relationships

Registered with (6)

→ FARTHERRegistered adviserregistration: current employment
Jun 15, 2026 to presentfactForm ADV
→ WEALTHSHIELD PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 3, 2021 to Jul 1, 2026factForm ADV
→ HARBORVIEW ADVISORSRegistered adviserregistration: previous registration
Oct 1, 2014 to Dec 26, 2021factForm ADV
→ CANTELLA & CO., INC.Registered adviserregistration: previous registration
Mar 16, 2012 to Oct 8, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Mar 20, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 19, 2006 to Jun 1, 2009factForm ADV

Dated events

Occurred
Jul 1, 2026
Advisor changed firm
Norman Henry Levesque left Wealthshield Partners, Llc for Farther (registered 2026-06-15)
Form ADVobserved 6 days ago