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Reading the graph
Advisor at FARTHER
Plano, TX | 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 | Jun 16, 2025 | n/a | yes | Plano, TX|SAN FRANCISCO, CA | Current employment |
| SILVER LAKE CAPITAL PARTNERS | Independent wealth | May 14, 2024 | Jul 30, 2025 | no | DALLAS, TX | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Aug 16, 2023 | May 16, 2024 | no | Dallas, TX | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Apr 20, 2022 | Jul 31, 2023 | no | PLANO, TX|PLANO, TX | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Nov 9, 2020 | Apr 13, 2022 | no | Dallas, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SILVER LAKE CAPITAL PARTNERS | Farther | Jul 30, 2025 | Jun 16, 2025 | -44 | Firm change after gap | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | SILVER LAKE CAPITAL PARTNERS | May 16, 2024 | May 14, 2024 | -2 | Firm change | Ibd to new firm |
| FISHER INVESTMENTS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jul 31, 2023 | Aug 16, 2023 | 16 | Firm change | RIA to ibd |
| AVANTAX ADVISORY SERVICES | FISHER INVESTMENTS | Apr 13, 2022 | Apr 20, 2022 | 7 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:329997:TX:2024-05-15 | May 16, 2024 | May 14, 2024 | DALLAS, TX | Firm change |
| 104556:107342:TX:2022-04-13 | Apr 13, 2022 | Apr 20, 2022 | DALLAS, TX | Firm change |