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Reading the graph
Advisor at FARTHER
Apex, 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 | Oct 1, 2025 | n/a | yes | Apex, NC|SAN FRANCISCO, CA | Current employment |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | Independent wealth | Mar 2, 2020 | Oct 7, 2025 | no | APEX, NC|NEWTOWN, PA | Previous registration |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | Former SEC adviser | Jul 12, 2012 | Jul 1, 2020 | no | NEWTOWN, PA|APEX, NC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 19, 2006 | Jul 6, 2012 | no | RED BANK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAIN STREET FINANCIAL SOLUTIONS, LLC | Farther | Oct 7, 2025 | Oct 1, 2025 | -6 | Firm change | RIA to RIA |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | MAIN STREET FINANCIAL SOLUTIONS, LLC | Jul 1, 2020 | Mar 2, 2020 | -121 | Channel change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MAIN STREET FINANCIAL SOLUTIONS, LLC | Jul 6, 2012 | Jul 12, 2012 | 6 | Firm change | Other |