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Reading the graph
Advisor at FARTHER
SAN FRANCISCO, CA | Encinitas, 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 | Jan 1, 2026 | n/a | yes | Encinitas, CA|SAN FRANCISCO, CA | Current employment |
| NERDWALLET ADVISORY | No RAUM reported | Nov 7, 2023 | Dec 20, 2024 | no | Encinitas, CA|SCOTTSDALE, AZ | Previous registration |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Aug 28, 2020 | Oct 2, 2020 | no | San Francisco, CA | Previous registration |
| WEALTH IN HAND, LLC | n/a | Nov 14, 2018 | Feb 16, 2021 | no | OAKLAND, CA | Previous registration |
| FUTUREADVISOR, INC. | Former SEC adviser | Nov 5, 2015 | Nov 1, 2018 | no | SAN FRANCISCO, CA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Feb 24, 2012 | Oct 20, 2015 | no | SAN MATEO, CA|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NERDWALLET ADVISORY | Farther | Dec 20, 2024 | Jan 1, 2026 | 377 | Firm change | Other |
| WEALTH IN HAND, LLC | ORIGIN INVESTMENT ADVISORY LLC | Feb 16, 2021 | Aug 28, 2020 | -172 | Firm change after gap | Other |
| ORIGIN INVESTMENT ADVISORY LLC | NERDWALLET ADVISORY | Oct 2, 2020 | Nov 7, 2023 | 1,131 | Firm change after gap | Other |
| FUTUREADVISOR, INC. | WEALTH IN HAND, LLC | Nov 1, 2018 | Nov 14, 2018 | 13 | Firm change | Other |
| FISHER INVESTMENTS | FUTUREADVISOR, INC. | Oct 20, 2015 | Nov 5, 2015 | 16 | Firm change | Other |