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RIA / WealthAdvisor15 years in industry

TYLER ANDREW MORRIS

Advisor at FARTHER

Broomfield, CO | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:ae6cd3b1-043b-caf2-387a-81cc7fd809b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 4, 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: Jan 4, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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: S66
First exam: Feb 24, 2014
First registration: Jan 4, 2011
Dual registered: no
IAPD individual key: 5793266

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	Jan 2, 2026	n/a	yes	Broomfield, CO\|SAN FRANCISCO, CA	Current employment
COMPOUND PLANNING, INC.	Independent wealth	Mar 1, 2024	Jan 13, 2026	no	Broomfield, CO\|NEW YORK, NY	Previous registration
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Apr 3, 2023	Mar 5, 2024	no	GREENWOOD VILLAGE, CO	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Feb 25, 2014	Apr 3, 2023	no	DENVER, CO\|Denver, CO	Previous registration
WADDELL & REED	Former SEC adviser	Jan 4, 2011	Dec 21, 2011	no	LAS VEGAS, NV\|BOULDER, CO\|DENVER, CO	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
COMPOUND PLANNING, INC.	Farther	Jan 13, 2026	Jan 2, 2026	-11	Firm change	RIA to RIA
EMPOWER ADVISORY GROUP, LLC	COMPOUND PLANNING, INC.	Mar 5, 2024	Mar 1, 2024	-4	Firm change	Ibd to RIA
PERSONAL CAPITAL ADVISORS CORPORATION	EMPOWER ADVISORY GROUP, LLC	Apr 3, 2023	Apr 3, 2023	0	Bulk transfer	RIA to ibd
WADDELL & REED	PERSONAL CAPITAL ADVISORS CORPORATION	Dec 21, 2011	Feb 25, 2014	797	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
112058:171787:CO:2024-03-05	Mar 5, 2024	Mar 1, 2024	GREENWOOD VILLAGE, CO	Firm change

Relationships

Registered with (5)

→ FARTHERRegistered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ COMPOUND PLANNING, INC.Registered adviserregistration: previous registration
Mar 1, 2024 to Jan 13, 2026factForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Apr 3, 2023 to Mar 5, 2024factForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Feb 25, 2014 to Apr 3, 2023factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jan 4, 2011 to Dec 21, 2011factForm ADV

Dated events

Occurred
Jan 13, 2026
Advisor changed firm
Tyler Andrew Morris left Compound Planning, Inc. for Farther (registered 2026-01-02)
Form ADVobserved 4 days ago
Occurred
Mar 5, 2024
Advisor changed firm
Tyler Andrew Morris left Empower Advisory Group, Llc for Compound Planning, Inc. (registered 2024-03-01)
Form ADVobserved 4 days ago