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Advisor at FARTHER
SAN FRANCISCO, CA | Winston Salem, NC
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 | Winston Salem, NC|SAN FRANCISCO, CA | Current employment |
| CANNON WEALTH MANAGEMENT SERVICES | Independent wealth | Nov 2, 2022 | Jul 22, 2026 | no | WINSTON SALEM, NC | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 12, 2012 | Nov 10, 2022 | no | WINSTON-SALEM, NC|SAN DIEGO, CA|WINSTON SALEM, NC | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Feb 16, 2012 | Dec 17, 2012 | no | WINSTON SALEM, NC | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 2, 2009 | Feb 21, 2012 | no | KING, NC | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Dec 18, 2007 | Jan 2, 2009 | no | WINSTON-SALEM, NC|LEXINGTON, NC|KING, NC | Previous registration |
| EDWARD JONES | National bd RIA | Feb 8, 2007 | Dec 18, 2007 | no | WINSTON SALEM, NC|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 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 1ST GLOBAL ADVISORS INC | Feb 21, 2012 | Feb 16, 2012 | -5 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 2, 2009 | Jan 2, 2009 | 0 | Bulk transfer | Other |
| EDWARD JONES | RAYMOND JAMES FINANCIAL SERVICES, INC. | Dec 18, 2007 | Dec 18, 2007 | 0 | 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 | WINSTON SALEM, NC | Firm change |