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Advisor at FARTHER
SAN FRANCISCO, CA | Greensboro, GA
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 | Oct 1, 2025 | n/a | yes | Greensboro, GA|SAN FRANCISCO, CA | Current employment |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | Independent wealth | Feb 27, 2020 | Oct 7, 2025 | no | Greensboro, GA|GREENSBORO, GA|NEWTOWN, PA|Greensboro, GA | Previous registration |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | Former SEC adviser | Nov 12, 2013 | Jul 1, 2020 | no | NEWTOWN, PA|GREENSBORO, GA|Greensboro, GA | Previous registration |
| GRATUS CAPITAL MANAGEMENT, LLC | Former SEC adviser | Feb 13, 2009 | Nov 25, 2013 | no | ATLANTA, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 12, 2002 | Feb 6, 2009 | no | ATLANTA, GA|ATLANTA, GA|GREENSBORO, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAIN STREET FINANCIAL SOLUTIONS, LLC | Farther | Oct 7, 2025 | Oct 1, 2025 | -6 | Firm change | RIA to RIA |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | MAIN STREET FINANCIAL SOLUTIONS, LLC | Jul 1, 2020 | Feb 27, 2020 | -125 | Channel change | RIA to RIA |
| GRATUS CAPITAL MANAGEMENT, LLC | MAIN STREET FINANCIAL SOLUTIONS, LLC | Nov 25, 2013 | Nov 12, 2013 | -13 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | GRATUS CAPITAL MANAGEMENT, LLC | Feb 6, 2009 | Feb 13, 2009 | 7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 146118:305834:GA:2020-07-01 | Jul 1, 2020 | Feb 27, 2020 | GREENSBORO, GA | Firm change after gap |