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RIA / WealthAdvisor26 years in industry

WILLIAM ROBERT TODD

Advisor at FARTHER

Portland, ME | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:7a52e158-7717-5b8b-0129-2e1fddbb9bfc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 3, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FARTHER
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 6, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 6, 2000
First registration: Jun 3, 2002
Dual registered: no
IAPD individual key: 2293194

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Farther	Independent wealth	Jun 16, 2026	n/a	yes	Portland, ME\|SAN FRANCISCO, CA	Current employment
WEALTHSHIELD PARTNERS, LLC	Independent wealth	Dec 3, 2021	Jul 1, 2026	no	Portland, ME\|CARY, NC\|Portland, ME	Previous registration
HARBORVIEW ADVISORS	Former SEC adviser	Sep 30, 2014	Dec 26, 2021	no	PORTLAND, ME	Previous registration
CANTELLA & CO., INC.	Former SEC adviser	Nov 10, 2004	Oct 9, 2014	no	PORTLAND, ME\|PORTLAND, ME	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	Nov 8, 2002	Nov 19, 2004	no	PORTLAND, ME	Previous registration
MORGAN STANLEY DW INC.	n/a	Jun 3, 2002	Nov 11, 2002	no	PORTLAND, ME	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHSHIELD PARTNERS, LLC	Farther	Jul 1, 2026	Jun 16, 2026	-15	Firm change	RIA to RIA
HARBORVIEW ADVISORS	WEALTHSHIELD PARTNERS, LLC	Dec 26, 2021	Dec 3, 2021	-23	Firm change	RIA to RIA
CANTELLA & CO., INC.	HARBORVIEW ADVISORS	Oct 9, 2014	Sep 30, 2014	-9	Firm change	Other
FIRST ALLIED SECURITIES, INC.	CANTELLA & CO., INC.	Nov 19, 2004	Nov 10, 2004	-9	Firm change	Other
MORGAN STANLEY DW INC.	FIRST ALLIED SECURITIES, INC.	Nov 11, 2002	Nov 8, 2002	-3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169584:302050:ME:2026-07-01	Jul 1, 2026	Jun 16, 2026	PORTLAND, ME	Firm change
173012:169584:ME:2021-12-26	Dec 26, 2021	Dec 3, 2021	PORTLAND, ME	Firm change

Relationships

Registered with (6)

→ FARTHERRegistered adviserregistration: current employment
Jun 16, 2026 to presentfactForm ADV
→ WEALTHSHIELD PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 3, 2021 to Jul 1, 2026factForm ADV
→ HARBORVIEW ADVISORSRegistered adviserregistration: previous registration
Sep 30, 2014 to Dec 26, 2021factForm ADV
→ CANTELLA & CO., INC.Registered adviserregistration: previous registration
Nov 10, 2004 to Oct 9, 2014factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
Nov 8, 2002 to Nov 19, 2004factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jun 3, 2002 to Nov 11, 2002factForm ADV

Dated events

Occurred
Jul 1, 2026
Advisor changed firm
William Robert Todd left Wealthshield Partners, Llc for Farther (registered 2026-06-16)
Form ADVobserved 4 days ago