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RIA / WealthAdvisor31 years in industry

JOSEPH RYERSON COULSON

Advisor at FARTHER

Charlottesville, VA | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:ad07fcf0-ace6-87cd-8b33-458a4a79fd98

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 20, 2001 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: Apr 7, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 7, 1995
First registration: Apr 20, 2001
Dual registered: no
IAPD individual key: 2584957

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	Oct 9, 2025	n/a	yes	SAN FRANCISCO, CA\|Charlottesville, VA	Current employment
GRAND STRATEGY CAPITAL, LLC	Former SEC adviser	Aug 18, 2016	Oct 9, 2025	no	CHARLOTTESVILLE, VA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 5, 2009	Aug 18, 2016	no	RICHMOND, VA\|RICHMOND, VA	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	May 27, 2009	Oct 5, 2009	no	RICHMOND, VA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 20, 2001	May 27, 2009	no	CHARLOTTESVILLE, VA\|CHARLOTTESVILLE, VA	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	Kind	Move type
GRAND STRATEGY CAPITAL, LLC	Farther	Oct 9, 2025	Oct 9, 2025	Firm change	RIA to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	GRAND STRATEGY CAPITAL, LLC	Aug 18, 2016	Aug 18, 2016	Firm change	Ibd to RIA
AMERIPRISE ADVISOR SERVICES, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Oct 5, 2009	Oct 5, 2009	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	AMERIPRISE ADVISOR SERVICES, INC.	May 27, 2009	May 27, 2009	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
154400:302050:VA:2025-10-09	Oct 9, 2025	Oct 9, 2025	CHARLOTTESVILLE, VA	Firm change

Relationships

Registered with (5)

→ FARTHERRegistered adviserregistration: current employment
Oct 9, 2025 to presentfactForm ADV
→ GRAND STRATEGY CAPITAL, LLCRegistered adviserregistration: previous registration
Aug 18, 2016 to Oct 9, 2025factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 5, 2009 to Aug 18, 2016factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
May 27, 2009 to Oct 5, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Apr 20, 2001 to May 27, 2009factForm ADV

Dated events

Occurred
Oct 9, 2025
Advisor changed firm
Joseph Ryerson Coulson left Grand Strategy Capital, Llc for Farther (registered 2025-10-09)
Form ADVobserved 5 days ago