DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner15 years in industry

NATHAN LEROY BOSEK

Advisor at FARTHER

Sartell, MN | SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a1e481e2-b4e6-4781-8d84-fa220b44c188

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 28, 2011 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: Feb 24, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 24, 2011
First registration: Feb 28, 2011
Dual registered: no
Other names: NATHAN L BOSEK|Nate Bosek
IAPD individual key: 5877081

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	May 16, 2024	n/a	yes	Sartell, MN\|SAN FRANCISCO, CA	Current employment
EDGE FINANCIAL ADVISORS, LLC	Former SEC adviser	Feb 25, 2019	May 17, 2024	no	St. Cloud, MN	Previous registration
ALPHA CUBED INVESTMENTS, LLC	Former SEC adviser	Jun 16, 2017	Feb 22, 2019	no	St. Cloud, MN\|COSTA MESA, CA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Apr 8, 2014	Jun 19, 2017	no	SAINT CLOUD, MN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 12, 2013	Apr 17, 2014	no	SAINT CLOUD, MN\|DULUTH, MN	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Aug 27, 2012	Mar 28, 2013	no	FERGUS FALLS, MN\|ELBOW LAKE, MN	Previous registration
EDWARD JONES	National bd RIA	Feb 28, 2011	Jul 31, 2012	no	Maryland Heights, MO\|Maryland Heights, MO\|ST JOSEPH, MN	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
EDGE FINANCIAL ADVISORS, LLC	Farther	May 17, 2024	May 16, 2024	-1	Firm change	RIA to RIA
ALPHA CUBED INVESTMENTS, LLC	EDGE FINANCIAL ADVISORS, LLC	Feb 22, 2019	Feb 25, 2019	3	Firm change	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	ALPHA CUBED INVESTMENTS, LLC	Jun 19, 2017	Jun 16, 2017	-3	Firm change	Other
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Apr 17, 2014	Apr 8, 2014	-9	Firm change	Other
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	WELLS FARGO ADVISORS	Mar 28, 2013	Apr 12, 2013	15	Firm change	Other
EDWARD JONES	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Jul 31, 2012	Aug 27, 2012	27	Firm change	Other

Relationships

Registered with (7)

→ FARTHERRegistered adviserregistration: current employment
May 16, 2024 to presentfactForm ADV
→ EDGE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 25, 2019 to May 17, 2024factForm ADV
→ ALPHA CUBED INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jun 16, 2017 to Feb 22, 2019factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Apr 8, 2014 to Jun 19, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 12, 2013 to Apr 17, 2014factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Aug 27, 2012 to Mar 28, 2013factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 28, 2011 to Jul 31, 2012factForm ADV

Dated events

Occurred
May 17, 2024
Advisor changed firm
Nathan Leroy Bosek left Edge Financial Advisors, Llc for Farther (registered 2024-05-16)
Form ADVobserved 6 days ago