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.

Current firm

TANARA WEALTH MANAGEMENT LLC

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

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Sep 12, 2022

First registration

Sep 12, 2022

Dual registered

no

Other names

Brock Alvord

IAPD individual key

7629662

• Occurred

  Apr 2, 2026
  Advisor changed firm

  Brock Kelson Alvord left Farther for Tanara Wealth Management Llc (registered 2026-04-09)

  Form ADVobserved 5 days ago
• Occurred

  Dec 15, 2023
  Advisor changed firm

  Brock Kelson Alvord left Coign Capital Advisors Llc for Farther (registered 2024-01-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:074ed8b3-94f1-1b0b-fe3e-ef2be5a2a55f

First observed

Sep 12, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.