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Reading the graph
Advisor at FARTHER
Pocatello, ID | 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 17, 2022 | n/a | yes | SAN FRANCISCO, CA|Pocatello, ID | Current employment |
| ZIONS CAPITAL ADVISORS, INC. | Institutional manager | Jul 15, 2015 | Jul 27, 2016 | no | SALT LAKE CITY, UT|SALT LAKE CITY, UT|SCOTTSDALE, AZ | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Apr 1, 2003 | May 3, 2005 | no | SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ZIONS CAPITAL ADVISORS, INC. | Farther | Jul 27, 2016 | May 17, 2022 | 2,120 | Firm change after gap | Other |
| WELLS FARGO INVESTMENTS, LLC | ZIONS CAPITAL ADVISORS, INC. | May 3, 2005 | Jul 15, 2015 | 3,725 | Firm change after gap | Other |