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Advisor at FARTHER
Armonk, NY | 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 | May 9, 2025 | n/a | yes | Armonk, NY|SAN FRANCISCO, CA | Current employment |
| FORTIS CAPITAL ADVISORS, LLC | Independent wealth | Feb 24, 2021 | Jun 30, 2025 | no | PRAIRIE VILLAGE, KS|Armonk, NY | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Jan 30, 2020 | Feb 2, 2021 | no | ROSLYN, NY|RIDGEFIELD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORTIS CAPITAL ADVISORS, LLC | Farther | Jun 30, 2025 | May 9, 2025 | -52 | Firm change after gap | RIA to RIA |
| PARK AVENUE SECURITIES LLC | FORTIS CAPITAL ADVISORS, LLC | Feb 2, 2021 | Feb 24, 2021 | 22 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 309709:302050:NY:2025-06-30 | Jun 30, 2025 | May 9, 2025 | ARMONK, NY | Firm change after gap |