A••••• N••••

Advisor at S••••

Reno, NV | NEW YORK, NY

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:2fef99a4-91de-4e3f-be33-7d44606cc5f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Feb 4, 1999 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: S••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 15, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••	Independent wealth	Dec 24, 2024	n/a	yes	NEW YORK, NY\|Reno, NV	Current employment
F••••••	Independent wealth	Jun 22, 2023	Dec 17, 2024	no	Reno, NV\|SAN FRANCISCO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••	S••••	Dec 17, 2024	Dec 24, 2024	7	Firm change	RIA to RIA
F••••••• W••••• A•••••••• L••	F••••••	Jul 11, 2023	Jun 22, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
302050:318493:CA:2024-12-17	Dec 17, 2024	Dec 24, 2024	SAN FRANCISCO, CA	Firm change
169613:302050:NV:2023-07-11	Jul 11, 2023	Jun 22, 2023	RENO, NV	Firm change
112296:169613:MA:2019-03-01	Mar 1, 2019	Feb 25, 2019	FOXBORO, MA	Firm change
141253:112296:CA:2016-12-31	Dec 31, 2016	Oct 25, 2016

Relationships

Registered with (7)

→ S••••Registered adviserregistration: current employment
Dec 24, 2024 to presentfactForm ADV
→ F••••••Registered adviserregistration: previous registration
Jun 22, 2023 to Dec 17, 2024factForm ADV
→ F••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 25, 2019 to Jul 11, 2023factForm ADV
→ F••••••••• F•••••••• M••••••••• G••••• L••

Dated events

Occurred
Dec 17, 2024
Advisor changed firm
A••••• N•••• left Farther for Savvy (registered 2024-12-24)
Form ADVobserved 7 days ago
Occurred
Jul 11, 2023
Advisor changed firm
A••••• N•••• left F••••••• W••••• A•••••••• L•• for Farther (registered 2023-06-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2fef99a4-91de-4e3f-be33-7d44606cc5f6
First observed: Feb 4, 1999
Last observed: Sep 14, 2026 8 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.