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Reading the graph
Reading the graph
Advisor at FARTHER
San Rafael, CA | 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 | Sep 17, 2025 | n/a | yes | SAN FRANCISCO, CA|San Rafael, CA | Current employment |
| MERITAS ADVISORS, LLC | n/a | May 26, 2011 | Jan 23, 2026 | no | SAN RAFAEL, CA | Previous registration |
| MCM WEALTH | Independent wealth | Apr 27, 2010 | Mar 31, 2011 | no | n/a | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERITAS ADVISORS, LLC | Farther | Jan 23, 2026 | Sep 17, 2025 | -128 | Firm change after gap | Other |
| MCM WEALTH | MERITAS ADVISORS, LLC | Mar 31, 2011 | May 26, 2011 | 56 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 157071:302050:CA:2026-01-23 | Jan 23, 2026 | Sep 17, 2025 | SAN RAFAEL, CA | Firm change after gap |