DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner20 years in industry

CHAD MICHAEL RISHEL

Advisor at FARTHER

Medfield, MA | SAN FRANCISCO, CA

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:2ff527c3-3c11-7972-9c36-c3c2c8b5d963

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 21, 2006 to Sep 15, 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: FARTHER
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: Aug 18, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 18, 2006
First registration: Aug 21, 2006
Dual registered: no
Other names: CHAD RISHEL
IAPD individual key: 5141522

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
Farther	Independent wealth	Jan 24, 2024	n/a	yes	Medfield, MA\|SAN FRANCISCO, CA	Current employment
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Jul 24, 2018	Nov 3, 2023	no	BOSTON, MA\|DEDHAM, MA\|BOSTON, MA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Sep 2, 2014	Jun 18, 2018	no	CAMBRIDGE, MA\|BOSTON, MA\|CAMBRIDGE, MA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 21, 2007	Jul 31, 2014	no	WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC\|ARLINGTON, VA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 21, 2007	Jul 31, 2014	no	WASHINGTON, DC\|ARLINGTON, VA\|WASHINGTON, DC	Previous registration
MORGAN STANLEY DW INC.	n/a	Aug 21, 2006	Jan 8, 2007	no	LUTHERVILLE, MD	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
UNITED CAPITAL FINANCIAL ADVISORS	Farther	Nov 3, 2023	Jan 24, 2024	82	Firm change	Ibd to RIA
ADVICE AND PLANNING SERVICES	UNITED CAPITAL FINANCIAL ADVISORS	Jun 18, 2018	Jul 24, 2018	36	Firm change	Ibd to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jul 31, 2014	Mar 21, 2007	-2,689	Channel change	Other
TD AMERITRADE, INC.	ADVICE AND PLANNING SERVICES	Jul 31, 2014	Sep 2, 2014	33	Firm change	Other
MORGAN STANLEY DW INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jan 8, 2007	Mar 21, 2007	72	Firm change	Other

Relationships

Registered with (6)

→ FARTHERRegistered adviserregistration: current employment
Jan 24, 2024 to presentfactForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jul 24, 2018 to Nov 3, 2023factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 2, 2014 to Jun 18, 2018factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 21, 2007 to Jul 31, 2014factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 21, 2007 to Jul 31, 2014factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Aug 21, 2006 to Jan 8, 2007factForm ADV

Dated events

Occurred
Nov 3, 2023
Advisor changed firm
Chad Michael Rishel left United Capital Financial Advisors for Farther (registered 2024-01-24)
Form ADVobserved 5 days ago