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RIA / WealthAdvisorCertified Financial Planner11 years in industry

MOLLIE SEBAK

Advisor at FARTHER

SAN FRANCISCO, CA | Melbourne, FL

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Search this name across graphsid dfx:ria:3a0cdc5b-10b3-4db4-96a7-db1305f03fac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 25, 2015 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: 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: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Jun 25, 2015
Dual registered: no
Other names: MOLLIE KORENSTEIN
IAPD individual key: 6460991

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	Jun 24, 2024	n/a	yes	SAN FRANCISCO, CA\|Melbourne, FL	Current employment
FINANCIAL LIFE FOCUS, LLC	Former SEC adviser	Mar 24, 2021	Aug 7, 2024	no	PHILADELPHIA, PA\|MELBOURNE, FL	Previous registration
TRIAD FINANCIAL ADVISORS, INC.	Former SEC adviser	Jan 2, 2018	Aug 3, 2021	no	GREENSBORO, NC	Previous registration
MODERA WEALTH MANAGEMENT, LLC	Independent wealth	Jun 25, 2015	Nov 20, 2017	no	WESTWOOD, NJ\|WESTWOOD, NJ	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
FINANCIAL LIFE FOCUS, LLC	Farther	Aug 7, 2024	Jun 24, 2024	-44	Firm change after gap	RIA to RIA
TRIAD FINANCIAL ADVISORS, INC.	FINANCIAL LIFE FOCUS, LLC	Aug 3, 2021	Mar 24, 2021	-132	Firm change after gap	RIA to RIA
MODERA WEALTH MANAGEMENT, LLC	TRIAD FINANCIAL ADVISORS, INC.	Nov 20, 2017	Jan 2, 2018	43	Firm change	Other

Relationships

Registered with (4)

→ FARTHERRegistered adviserregistration: current employment
Jun 24, 2024 to presentfactForm ADV
→ FINANCIAL LIFE FOCUS, LLCRegistered adviserregistration: previous registration
Mar 24, 2021 to Aug 7, 2024factForm ADV
→ TRIAD FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 2, 2018 to Aug 3, 2021factForm ADV
→ MODERA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 25, 2015 to Nov 20, 2017factForm ADV

Dated events

Occurred
Aug 7, 2024
Advisor changed firm
Mollie Sebak left Financial Life Focus, Llc for Farther (registered 2024-06-24)
Form ADVobserved 3 days ago