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Reading the graph
Advisor at FARTHER
San Rafael, CA | 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 | Independent wealth | Sep 10, 2025 | n/a | yes | San Rafael, CA|SAN FRANCISCO, CA | Current employment |
| MERITAS ADVISORS, LLC | n/a | May 26, 2011 | Jan 23, 2026 | no | SAN RAFAEL, CA | Previous registration |
| MCM WEALTH | Independent wealth | Oct 11, 2006 | Jun 7, 2011 | no | NOVATO, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 14, 2005 | Apr 4, 2006 | no | SAN RAFAEL, CA|SAN RAFAEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERITAS ADVISORS, LLC | Farther | Jan 23, 2026 | Sep 10, 2025 | -135 | Firm change after gap | Other |
| MCM WEALTH | MERITAS ADVISORS, LLC | Jun 7, 2011 | May 26, 2011 | -12 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MCM WEALTH | Apr 4, 2006 | Oct 11, 2006 | 190 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 157071:302050:CA:2026-01-23 | Jan 23, 2026 | Sep 10, 2025 | SAN RAFAEL, CA | Firm change after gap |