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Advisor at FARTHER
MOUNTAIN CITY, TN | 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 | Dec 18, 2025 | n/a | yes | MOUNTAIN CITY, TN|SAN FRANCISCO, CA | Current employment |
| VESTED WEALTH ADVISORS | Former SEC adviser | Dec 31, 2014 | Mar 5, 2026 | no | MOUNTAIN CITY, TN|MOUNTAIN CITY, TN | Previous registration |
| VESTED WEALTH ADVISORS | Former SEC adviser | Oct 4, 2012 | Dec 31, 2014 | no | MOUNTAIN CITY, TN | Previous registration |
| CONFLUENCE WEALTH MANAGEMENT LLC | Former SEC adviser | Oct 21, 2009 | Nov 15, 2010 | no | PORTLAND, OR | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 9, 2004 | Jun 30, 2006 | no | PORTLAND, OR|WASHOUGAL, WA|PORTLAND, OR | Previous registration |
| WS GRIFFITH SECURITIES, INC. | n/a | Jan 26, 2004 | Jun 15, 2004 | no | PORTLAND, OR | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Apr 23, 2003 | Dec 18, 2003 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VESTED WEALTH ADVISORS | Farther | Mar 5, 2026 | Dec 18, 2025 | -77 | Firm change after gap | Other |
| CONFLUENCE WEALTH MANAGEMENT LLC | VESTED WEALTH ADVISORS | Nov 15, 2010 | Oct 4, 2012 | 689 | Firm change after gap | Other |
| LPL FINANCIAL LLC | CONFLUENCE WEALTH MANAGEMENT LLC | Jun 30, 2006 | Oct 21, 2009 | 1,209 | Firm change after gap | Other |
| WS GRIFFITH SECURITIES, INC. | LPL FINANCIAL LLC | Jun 15, 2004 | Jun 9, 2004 | -6 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | WS GRIFFITH SECURITIES, INC. | Dec 18, 2003 | Jan 26, 2004 | 39 | Firm change | Other |