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Advisor at FARTHER
SAN FRANCISCO, CA | Cincinnati, OH
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 | Aug 10, 2026 | n/a | yes | Cincinnati, OH|SAN FRANCISCO, CA | Current employment |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | Independent wealth | Apr 30, 2018 | Sep 4, 2026 | no | Cincinatti, OH | Previous registration |
| BARTLETT & CO. LLC | Former SEC adviser | Mar 25, 2013 | Apr 12, 2018 | no | CINCINNATI, OH | Previous registration |
| LADENBURG THALMANN ASSET MANAGEMENT INC | Other adviser | Jul 16, 2004 | Feb 11, 2009 | no | NEW YORK, NY|NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BARTLETT & CO. WEALTH MANAGEMENT LLC | Farther | Sep 4, 2026 | Aug 10, 2026 | -25 | Firm change | RIA to RIA |
| BARTLETT & CO. LLC | BARTLETT & CO. WEALTH MANAGEMENT LLC | Apr 12, 2018 | Apr 30, 2018 | 18 | Firm change | RIA to RIA |
| LADENBURG THALMANN ASSET MANAGEMENT INC | BARTLETT & CO. LLC | Feb 11, 2009 | Mar 25, 2013 | 1,503 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 159973:292246:OH:2018-04-12 | Apr 12, 2018 | Apr 30, 2018 | CINCINNATI, OH | Firm change |