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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Joseph Chuo-Ju Kuo

Advisor at FARTHER

SAN FRANCISCO, CA | Newark, CA

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Search this name across graphsid dfx:ria:d406c0d6-c0d0-5b15-c4c1-8a7c672ac4ec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 12, 2015 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: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Nov 11, 2015
First registration: Nov 12, 2015
Dual registered: no
IAPD individual key: 6563403

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	Jun 11, 2024	n/a	yes	Newark, CA\|SAN FRANCISCO, CA	Current employment
FINANCIAL LIFE FOCUS, LLC	Former SEC adviser	Mar 13, 2023	Aug 7, 2024	no	PHILADELPHIA, PA\|Newark, CA	Previous registration
FAMILY WEALTH CONSULTANTS, INC.	Former SEC adviser	Mar 5, 2021	Jun 17, 2021	no	San Jose, CA	Previous registration
ABUNDANCE WEALTH PLANNING, LLC	n/a	Jun 5, 2018	Jul 27, 2023	no	NEWARK, CA	Previous registration
GRIFFIN BLACK, LLC	Independent wealth	Nov 12, 2015	Apr 10, 2018	no	REDWOOD CITY, CA	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
FINANCIAL LIFE FOCUS, LLC	Farther	Aug 7, 2024	Jun 11, 2024	-57	Firm change after gap	RIA to RIA
ABUNDANCE WEALTH PLANNING, LLC	FAMILY WEALTH CONSULTANTS, INC.	Jul 27, 2023	Mar 5, 2021	-874	Firm change after gap	Other
FAMILY WEALTH CONSULTANTS, INC.	FINANCIAL LIFE FOCUS, LLC	Jun 17, 2021	Mar 13, 2023	634	Firm change after gap	Other
GRIFFIN BLACK, LLC	ABUNDANCE WEALTH PLANNING, LLC	Apr 10, 2018	Jun 5, 2018	56	Firm change	Other

Relationships

Registered with (5)

→ FARTHERRegistered adviserregistration: current employment
Jun 11, 2024 to presentfactForm ADV
→ FINANCIAL LIFE FOCUS, LLCRegistered adviserregistration: previous registration
Mar 13, 2023 to Aug 7, 2024factForm ADV
→ ABUNDANCE WEALTH PLANNING, LLCRegistered adviserregistration: previous registration
Jun 5, 2018 to Jul 27, 2023factForm ADV
→ FAMILY WEALTH CONSULTANTS, INC.Registered adviserregistration: previous registration
Mar 5, 2021 to Jun 17, 2021factForm ADV
→ GRIFFIN BLACK, LLCRegistered adviserregistration: previous registration
Nov 12, 2015 to Apr 10, 2018factForm ADV

Dated events

Occurred
Aug 7, 2024
Advisor changed firm
Joseph Chuo-Ju Kuo left Financial Life Focus, Llc for Farther (registered 2024-06-11)
Form ADVobserved 5 days ago
Occurred
Jul 27, 2023
Advisor changed firm
Joseph Chuo-Ju Kuo left Abundance Wealth Planning, Llc for Family Wealth Consultants, Inc. (registered 2021-03-05)
Form ADVobserved 5 days ago