RIA Intelligence

• Onesource Wealth Management independent RIA current
  since Jan 2, 2025 · Granite Bay, Ca
• Farther independent RIA
  May 22, 2025 to Jan 7, 2026 · San Francisco, Ca
• One Source Health & Wealth Management former
  Apr 3, 2020 to Dec 31, 2022 · Granite Bay, Ca
• Sb Advisory, LLC independent RIA
  Jun 19, 2019 to Mar 27, 2020 · Folsom, Ca
• Raymond James Financial Services Advisors, Inc BD affiliated
  Jun 17, 2015 to Jun 11, 2019 · Granite Bay, Ca
• Citigroup Global Markets Inc. BD affiliated
  Feb 21, 2014 to Jun 17, 2015 · San Francisco, Ca
• Pathway Strategic Advisors former
  Sep 23, 2013 to Jan 9, 2014 · Folsom, Ca
• Ameriprise Advisor Services, Inc. unclassified
  Jul 23, 2009 to Oct 14, 2009 · Detroit, Mi
• Ameriprise Financial Services, LLC national BD
  Jul 17, 2009 to May 3, 2013 · Roseville, Ca
• Wells Fargo Investments, LLC unclassified
  Feb 4, 2005 to May 5, 2009 · Sunnyvale, Ca
• Citigroup Global Markets Inc. BD affiliated
  Nov 9, 2004 to Feb 15, 2005 · San Jose, Ca
• Banc Of America Investment Services, Inc. unclassified
  Oct 20, 2004 to Nov 24, 2004 · San Jose, Ca
• Quick & Reilly, Inc. unclassified
  Apr 7, 2003 to Oct 20, 2004 · San Jose, Ca
• Equitable Advisors, LLC national BD
  Mar 15, 2001 to Jun 3, 2003 · Fresno, Ca

• Farther to no registered destination
  left Jan 7, 2026 · Departure, no registered destination
• One Source Health & Wealth Management to Onesource Wealth Management
  left Dec 31, 2022, registered Jan 2, 2025 (733 days) · Other · moved with a team
• Sb Advisory, LLC to One Source Health & Wealth Management
  left Mar 27, 2020, registered Apr 3, 2020 (7 days) · Other
• Raymond James Financial Services Advisors, Inc to Sb Advisory, LLC
  left Jun 11, 2019, registered Jun 19, 2019 (8 days) · Affiliated broker-dealer or bank to another · moved with a team
• Citigroup Global Markets Inc. to Raymond James Financial Services Advisors, Inc
  left Jun 17, 2015, registered Jun 17, 2015 (0 days) · Other
• Pathway Strategic Advisors to Citigroup Global Markets Inc.
  left Jan 9, 2014, registered Feb 21, 2014 (43 days) · Other
• Ameriprise Financial Services, LLC to Ameriprise Advisor Services, Inc.
  left May 3, 2013, registered Jul 23, 2009 (-1380 days) · Other
• Ameriprise Advisor Services, Inc. to Pathway Strategic Advisors
  left Oct 14, 2009, registered Sep 23, 2013 (1440 days) · Other
• Wells Fargo Investments, LLC to Ameriprise Financial Services, LLC
  left May 5, 2009, registered Jul 17, 2009 (73 days) · Other
• Citigroup Global Markets Inc. to Wells Fargo Investments, LLC
  left Feb 15, 2005, registered Feb 4, 2005 (-11 days) · Other
• Banc Of America Investment Services, Inc. to Citigroup Global Markets Inc.
  left Nov 24, 2004, registered Nov 9, 2004 (-15 days) · Other
• Quick & Reilly, Inc. to Banc Of America Investment Services, Inc.
  left Oct 20, 2004, registered Oct 20, 2004 (0 days) · corporate re-registration, not a move
• Equitable Advisors, LLC to Quick & Reilly, Inc.
  left Jun 3, 2003, registered Apr 7, 2003 (-57 days) · Other

• John Vincent Scambray no longer registered at Farther; no later IA registration on IAPD
  Jan 7, 2026 · Advisor departure · fact
• John Vincent Scambray left One Source Health & Wealth Management for Onesource Wealth Management (registered 2025-01-02)
  Dec 31, 2022 · 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

34derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address