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Advisor at FARTHER
SAN FRANCISCO, CA | Willow Park, TX
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 | Mar 13, 2026 | n/a | yes | SAN FRANCISCO, CA|Willow Park, TX | Current employment |
| CONSTITUTION WEALTH LLC | Former SEC adviser | May 6, 2022 | Dec 31, 2025 | no | Willow Park, TX|RAMONA, CA|WEATHERFORD, TX|La Jolla, CA|Willow Park, TX | Previous registration |
| Worthpointe | Independent wealth | Jan 26, 2016 | Mar 27, 2026 | no | RAMONA, CA|AUSTIN, TX|Bedford, TX|Willow Park, TX|WEATHERFORD, TX|La Jolla, CA|Willow Park, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Nov 12, 2014 | Jan 28, 2016 | no | WESTLAKE, TX | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Nov 18, 2009 | Sep 11, 2014 | no | FORT WORTH, TX | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Nov 18, 2009 | Sep 11, 2014 | no | WestLake, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | May 24, 2007 | Mar 5, 2008 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Worthpointe | CONSTITUTION WEALTH LLC | Mar 27, 2026 | May 6, 2022 | -1,421 | Firm change after gap | Other |
| CONSTITUTION WEALTH LLC | Farther | Dec 31, 2025 | Mar 13, 2026 | 72 | Firm change | RIA to RIA |
| STRATEGIC ADVISERS LLC | Worthpointe | Jan 28, 2016 | Jan 26, 2016 | -2 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | STRATEGIC ADVISERS LLC | Sep 11, 2014 | Nov 12, 2014 | 62 | Firm change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Sep 11, 2014 | Nov 18, 2009 | -1,758 | Channel change | Other |
| STRATEGIC ADVISERS LLC | TD AMERITRADE, INC. | Mar 5, 2008 | Nov 18, 2009 | 623 | Firm change after gap | Ibd to new firm |