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Reading the graph
Advisor at FARTHER
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 ASSET MANAGEMENT, LLC | Independent wealth | Sep 8, 2026 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| Farther | Independent wealth | Sep 8, 2026 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| PARALLEL ADVISORS, LLC | Independent wealth | Feb 11, 2011 | Jan 12, 2018 | no | SAN FRANCISCO, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 23, 2009 | Feb 1, 2011 | no | SAN RAFAEL, CA|SANTA ROSA, CA|CORTE MADERA, CA | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Sep 22, 2000 | Oct 23, 2009 | no | SANTA ROSA, CA|SAN JOSE, CA|SAN JOSE, CA|BOSTON, MA|SAN JOSE, CA|SAN JOSE, CA|CORTE MADERA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARALLEL ADVISORS, LLC | Farther | Jan 12, 2018 | Sep 8, 2026 | 3,161 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PARALLEL ADVISORS, LLC | Feb 1, 2011 | Feb 11, 2011 | 10 | Firm change | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 23, 2009 | Oct 23, 2009 | 0 | Bulk transfer | Other |