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Advisor at FARTHER
SAN FRANCISCO, CA | Springfield, MO
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 | Jan 13, 2025 | n/a | yes | Springfield, MO|SAN FRANCISCO, CA | Current employment |
| SIGNALPOINT ASSET MANAGEMENT LLC | Former SEC adviser | Sep 5, 2013 | Jan 7, 2025 | no | SPRINGFIELD, MO|SPRINGFIELD, MO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 4, 2009 | Sep 6, 2013 | no | SPRINGFIELD, MO | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Dec 8, 1999 | Jun 16, 2009 | no | NEW YORK, NY|SPRINGFIELD, MO|SPRINGFIELD, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SIGNALPOINT ASSET MANAGEMENT LLC | Farther | Jan 7, 2025 | Jan 13, 2025 | 6 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | SIGNALPOINT ASSET MANAGEMENT LLC | Sep 6, 2013 | Sep 5, 2013 | -1 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | WELLS FARGO ADVISORS | Jun 16, 2009 | Jun 4, 2009 | -12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 147578:302050:MO:2025-01-07 | Jan 7, 2025 | Jan 13, 2025 | SPRINGFIELD, MO | Firm change |