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Reading the graph
Advisor at FARTHER
Bend, OR | 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 | Oct 13, 2023 | n/a | yes | Bend, OR|SAN FRANCISCO, CA | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Oct 19, 2012 | Nov 3, 2023 | no | SAN FRANCISCO, CA|WALNUT CREEK, CA|BEND, OR|MODESTO, CA | Previous registration |
| SCHULTZ COLLINS | Former SEC adviser | Jun 24, 2002 | Apr 5, 2013 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | Farther | Nov 3, 2023 | Oct 13, 2023 | -21 | Firm change | Ibd to RIA |
| SCHULTZ COLLINS | UNITED CAPITAL FINANCIAL ADVISORS | Apr 5, 2013 | Oct 19, 2012 | -168 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134600:302050:CA:2023-10-27 | Nov 3, 2023 | Oct 13, 2023 | MODESTO, CA | Firm change |