DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FARTHER
SAN FRANCISCO, CA | Lynden, WA
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 | Feb 18, 2025 | n/a | yes | Lynden, WA|SAN FRANCISCO, CA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 24, 2021 | Feb 11, 2025 | no | BELLINGHAM, WA | Previous registration |
| EDWARD JONES | National bd RIA | Feb 1, 2016 | May 25, 2021 | no | BELLINGHAM, WA|ST LOUIS, MO|BELLINGHAM, WA|BELLINGHAM, WA|LYNDEN, WA|Lynden, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Farther | Feb 11, 2025 | Feb 18, 2025 | 7 | Firm change | Wirehouse to RIA |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | May 25, 2021 | May 24, 2021 | -1 | Firm change | Ibd to wirehouse |