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Advisor at FARTHER
Portland, ME | SAN FRANCISCO, CA
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 | Jun 25, 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 2, 2014 | Dec 26, 2021 | no | PORTLAND, ME | Previous registration |
| CANTELLA & CO., INC. | Former SEC adviser | Jan 19, 2005 | Oct 9, 2014 | no | PORTLAND, ME|PORTLAND, ME | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSHIELD PARTNERS, LLC | Farther | Jul 1, 2026 | Jun 25, 2026 | -6 | 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 9, 2014 | Oct 2, 2014 | -7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169584:302050:ME:2026-07-01 | Jul 1, 2026 | Jun 25, 2026 | PORTLAND, ME | Firm change |
| 173012:169584:ME:2021-12-26 | Dec 26, 2021 | Dec 3, 2021 | PORTLAND, ME | Firm change |