RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
- Title
- Senior Vice President, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
- Professional profile
- farther.com/advisor/david-grahamreportedfarther.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- F•••••• independent RIA currentsince Oct 9, 2025 · Charlottesville, Va
- G•••• S••••••• C••••••• L•• formerJul 23, 2010 to Oct 9, 2025 · Charlottesville, Va
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 15, 2006 to Jul 23, 2010 · Charlottesville, Va
- D•••••••• • C•••••• L•• BD affiliatedSep 6, 2005 to Sep 18, 2006 · Charlottesville, Va
- M••••• S•••••• D• I••• unclassifiedApr 21, 2003 to Aug 29, 2005 · Chrltsvlle, Va
- W•••• F•••• A••••••• wirehouseJun 20, 2002 to Apr 22, 2003 · Charlottesville, Va
- W••••••• S••••••••• I••• unclassifiedApr 13, 2000 to Jun 20, 2002 · L••••Burg, Va
- G•••• S••••••• C••••••• L•• to F••••••left Oct 9, 2025, registered Oct 9, 2025 (0 days) · RIA to RIA · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to G•••• S••••••• C••••••• L••left Jul 23, 2010, registered Jul 23, 2010 (0 days) · Wirehouse to independent RIA
- D•••••••• • C•••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Sep 18, 2006, registered Sep 15, 2006 (-3 days) · Other
- M••••• S•••••• D• I••• to D•••••••• • C•••••• L••left Aug 29, 2005, registered Sep 6, 2005 (8 days) · Other
- W•••• F•••• A••••••• to M••••• S•••••• D• I•••left Apr 22, 2003, registered Apr 21, 2003 (-1 days) · Other
- W••••••• S••••••••• I••• to W•••• F•••• A•••••••left Jun 20, 2002, registered Jun 20, 2002 (0 days) · corporate re-registration, not a move
- D•••• H••••• G••••• left G•••• S••••••• C••••••• L•• for Farther (registered 2025-10-09)Oct 9, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address