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Reading the graph
Advisor at FARTHER
West Chester, PA | 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 22, 2025 | n/a | yes | West Chester, PA|SAN FRANCISCO, CA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jan 5, 2015 | May 22, 2025 | no | Wilmington, DE|Wilmington, DE|West Chester, PA | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Jun 17, 2002 | Jan 6, 2015 | no | NEWARK, DE|WILMINGTON, DE|WILMINGTON, DE|BEAR, DE|NEWARK, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | Farther | May 22, 2025 | May 22, 2025 | 0 | Firm change | Ibd to RIA |
| INVEST FINANCIAL CORPORATION | COMMONWEALTH FINANCIAL NETWORK | Jan 6, 2015 | Jan 5, 2015 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 12984:8032:DE:2015-01-06 | Jan 6, 2015 | Jan 5, 2015 | NEWARK, DE | Firm change |