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Reading the graph
Advisor at FARTHER
SAN FRANCISCO, CA | West Des Moines, IA
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 | Dec 4, 2025 | n/a | yes | SAN FRANCISCO, CA|West Des Moines, IA | Current employment |
| VALUE WEALTH MANAGEMENT LLC | Former SEC adviser | Apr 23, 2014 | Mar 31, 2026 | no | WEST DES MOINES, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALUE WEALTH MANAGEMENT LLC | Farther | Mar 31, 2026 | Dec 4, 2025 | -117 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 147115:302050:IA:2026-03-31 | Mar 31, 2026 | Dec 4, 2025 | WEST DES MOINES, IA | Firm change after gap |