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Advisor at FARTHER
King, NC | 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 | Jul 13, 2026 | n/a | yes | King, NC|SAN FRANCISCO, CA | Current employment |
| CANNON WEALTH MANAGEMENT SERVICES | Independent wealth | Nov 2, 2022 | Jul 22, 2026 | no | King, NC|WINSTON SALEM, NC | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 12, 2012 | Nov 10, 2022 | no | KING, NC|SAN DIEGO, CA|KING, NC | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Aug 24, 2010 | Dec 17, 2012 | no | KING, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CANNON WEALTH MANAGEMENT SERVICES | Farther | Jul 22, 2026 | Jul 13, 2026 | -9 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | CANNON WEALTH MANAGEMENT SERVICES | Nov 10, 2022 | Nov 2, 2022 | -8 | Firm change | RIA to new firm |
| 1ST GLOBAL ADVISORS INC | LPL FINANCIAL LLC | Dec 17, 2012 | Dec 12, 2012 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 323302:302050:NC:2026-07-22 | Jul 22, 2026 | Jul 13, 2026 | WINSTON SALEM, NC | Firm change |
| 6413:323302:NC:2022-11-10 | Nov 10, 2022 | Nov 2, 2022 | KING, NC | Firm change |