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Reading the graph
Advisor at FARTHER
SAN FRANCISCO, CA | Marlton, NJ
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 | Jan 6, 2026 | n/a | yes | SAN FRANCISCO, CA|Marlton, NJ | Current employment |
| MASSO TORRENCE WEALTH MANAGEMENT INC. | Former SEC adviser | Jan 20, 2021 | Nov 17, 2025 | no | MARLTON, NJ | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jan 4, 2008 | Dec 31, 2020 | no | MARLTON, NJ | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 24, 2002 | Jan 14, 2008 | no | MARLTON, NJ|MT. LAUREL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MASSO TORRENCE WEALTH MANAGEMENT INC. | Farther | Nov 17, 2025 | Jan 6, 2026 | 50 | Firm change | RIA to RIA |
| COMMONWEALTH FINANCIAL NETWORK | MASSO TORRENCE WEALTH MANAGEMENT INC. | Dec 31, 2020 | Jan 20, 2021 | 20 | Firm change | Ibd to new firm |
| UBS FINANCIAL SERVICES INC. | COMMONWEALTH FINANCIAL NETWORK | Jan 14, 2008 | Jan 4, 2008 | -10 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 311097:302050:NJ:2025-11-17 | Nov 17, 2025 | Jan 6, 2026 | MARLTON, NJ | Firm change |
| 8032:311097:NJ:2020-12-31 | Dec 31, 2020 | Jan 20, 2021 | MARLTON, NJ | Firm change |