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Reading the graph
Advisor at FARTHER
SAN FRANCISCO, CA | Chagrin Falls, OH
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 21, 2022 | n/a | yes | SAN FRANCISCO, CA|Chagrin Falls, OH | Current employment |
| BELL TOWER ADVISORS, LLC | n/a | Apr 26, 2010 | Dec 9, 2022 | no | CHAGRIN FALLS, OH|Chagrin Falls, OH | Previous registration |
| MAI CAPITAL MANAGEMENT, LLC | Independent wealth | Nov 29, 2006 | May 27, 2008 | no | CLEVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BELL TOWER ADVISORS, LLC | Farther | Dec 9, 2022 | Jul 21, 2022 | -141 | Firm change after gap | Other |
| MAI CAPITAL MANAGEMENT, LLC | BELL TOWER ADVISORS, LLC | May 27, 2008 | Apr 26, 2010 | 699 | Firm change after gap | Other |