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RIA / WealthAdvisor35 years in industry

JEFFREY KEITH PRESLEY

Advisor at FARTHER

SAN FRANCISCO, CA | Fort Wayne, IN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 1, 1998 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Mar 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom 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
First exam: Mar 1, 1991
First registration: Dec 1, 1998
Dual registered: no
Other names: JEFFREY KEITH PRESLEY
IAPD individual key: 2125227

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Farther	Independent wealth	May 5, 2026	n/a	yes	SAN FRANCISCO, CA\|Fort Wayne, IN	Current employment
MOUNTAIN PEAK WEALTH ADVISORS, LLC	Former SEC adviser	Oct 20, 2016	Aug 20, 2026	no	FORT WAYNE, IN	Previous registration
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC	Independent wealth	May 21, 2012	Dec 8, 2016	no	FORT WAYNE, IN	Previous registration
MCDONALD CAPITAL MANAGEMENT, INC.	n/a	Mar 12, 2003	Jul 17, 2012	no	FORT WAYNE, IN	Previous registration
OSAIC FA, INC.	Former SEC adviser	Dec 1, 1998	Mar 12, 2003	no	FT WAYNE, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MOUNTAIN PEAK WEALTH ADVISORS, LLC	Farther	Aug 20, 2026	May 5, 2026	-107	Firm change after gap	Other
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC	MOUNTAIN PEAK WEALTH ADVISORS, LLC	Dec 8, 2016	Oct 20, 2016	-49	Firm change after gap	Other
MCDONALD CAPITAL MANAGEMENT, INC.	DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC	Jul 17, 2012	May 21, 2012	-57	Firm change after gap	Other
OSAIC FA, INC.	MCDONALD CAPITAL MANAGEMENT, INC.	Mar 12, 2003	Mar 12, 2003	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
285251:302050:IN:2026-08-20	Aug 20, 2026	May 5, 2026	FORT WAYNE, IN	Firm change after gap

Relationships

Registered with (5)

→ FARTHERRegistered adviserregistration: current employment
May 5, 2026 to presentfactForm ADV
→ MOUNTAIN PEAK WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 20, 2016 to Aug 20, 2026factForm ADV
→ DICKMEYER BOYCE FINANCIAL MANAGEMENT, INCRegistered adviserregistration: previous registration
May 21, 2012 to Dec 8, 2016factForm ADV
→ MCDONALD CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 12, 2003 to Jul 17, 2012factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Dec 1, 1998 to Mar 12, 2003factForm ADV

Dated events

Occurred
Aug 20, 2026
Advisor changed firm
Jeffrey Keith Presley left Mountain Peak Wealth Advisors, Llc for Farther (registered 2026-05-05)
Form ADVobserved 4 days ago