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.

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

May 25, 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

3

Current registrations

1

Registered states

2

Exams

S65|S66|S63

First exam

May 25, 2006

First registration

May 30, 2006

Dual registered

no

IAPD individual key

5121837

• Occurred

  May 8, 2024
  Advisor changed firm

  Rian Dana Waterman left United Capital Financial Advisors for Farther (registered 2024-04-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:39e94b5d-b52f-6488-9406-2fa49a604141

First observed

May 30, 2006

Last observed

Sep 14, 2026 7 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.