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Advisor at FARTHER
SAN FRANCISCO, CA | Chevy Chase, MD
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 | Jan 1, 2026 | n/a | yes | Chevy Chase, MD|SAN FRANCISCO, CA | Current employment |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | Independent wealth | Mar 25, 2020 | Oct 7, 2025 | no | CHEVY CHASE, MD|NEWTOWN, PA | Previous registration |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | Former SEC adviser | May 12, 2015 | Jul 1, 2020 | no | CHEVY CHASE, MD|NEWTOWN, PA | Previous registration |
| ARCHETYPE ADVISORS, LLC | Independent wealth | Nov 18, 2011 | Apr 29, 2015 | no | BETHESDA, MD|DOYLESTOWN, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 3, 2005 | Nov 22, 2011 | no | WASHINGTON, DC|WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAIN STREET FINANCIAL SOLUTIONS, LLC | Farther | Oct 7, 2025 | Jan 1, 2026 | 86 | Firm change | RIA to RIA |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | MAIN STREET FINANCIAL SOLUTIONS, LLC | Jul 1, 2020 | Mar 25, 2020 | -98 | Channel change | RIA to RIA |
| ARCHETYPE ADVISORS, LLC | MAIN STREET FINANCIAL SOLUTIONS, LLC | Apr 29, 2015 | May 12, 2015 | 13 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ARCHETYPE ADVISORS, LLC | Nov 22, 2011 | Nov 18, 2011 | -4 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 146118:305834:PA:2020-07-01 | Jul 1, 2020 | Mar 25, 2020 | NEWTOWN, PA | Firm change after gap |