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RIA / WealthAdvisor25 years in industry

BLAKE H. FARMER

Advisor at TSG ADVICE PARTNERS, LLC

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2431dde0-d104-58a3-e73f-ae44c078686e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 11, 2001 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: TSG ADVICE PARTNERS, 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: Feb 5, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 5, 2001
First registration: Apr 11, 2001
Dual registered: no
IAPD individual key: 2374765

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
TSG ADVICE PARTNERS, LLC	Independent wealth	Nov 12, 2020	n/a	yes	COLUMBUS, OH	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 20, 2012	Nov 14, 2019	no	Columbus, OH\|COLUMBUS, OH\|Columbus, OH	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Aug 1, 2012	no	Columbus, OH	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	COLUMBUS, OH	Previous registration
MORGAN STANLEY DW INC.	n/a	Apr 11, 2001	Apr 2, 2007	no	COLUMBUS, OH\|COLUMBUS, OH	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
AMERIPRISE FINANCIAL SERVICES, LLC	TSG ADVICE PARTNERS, LLC	Nov 14, 2019	Nov 12, 2020	364	Firm change	Ibd to RIA
MORGAN STANLEY	AMERIPRISE FINANCIAL SERVICES, LLC	Aug 1, 2012	Jul 20, 2012	-12	Firm change	Wirehouse to ibd
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	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
6363:305999:OH:2019-11-13	Nov 14, 2019	Nov 12, 2020	COLUMBUS, OH	Firm change

Relationships

Registered with (5)

→ TSG ADVICE PARTNERS, LLCRegistered adviserregistration: current employment
Nov 12, 2020 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 20, 2012 to Nov 14, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Aug 1, 2012factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Apr 11, 2001 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.