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.

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

Apr 28, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Apr 28, 1995

First registration

Apr 11, 2002

Dual registered

no

IAPD individual key

1547550

• Occurred

  Jul 1, 2026
  Advisor changed firm

  Philip John Cawley left Wealthshield Partners, Llc for Farther (registered 2026-06-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e4e13276-6a91-b683-ea6c-b8068f4ce964

First observed

Apr 11, 2002

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.