DFX Intelligence

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.

Registered advisor

William Robert Todd

Fartherindependent RIAPortland, Me IA-onlyIAPD 2293194

Feed of 09/14/2026

At current firm

0 y

since Jun 16, 2026

In the industry

26 y

since Mar 6, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Vice President, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
Professional profile: farther.com/advisor/william-toddreportedfarther.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.

Registration history

IAPD current and previous registrations

Farther independent RIA current
since Jun 16, 2026 · Portland, Me
Wealthshield Partners, LLC independent RIA
Dec 3, 2021 to Jul 1, 2026 · Portland, Me
Harborview Advisors former
Sep 30, 2014 to Dec 26, 2021 · Portland, Me
Cantella & Co., Inc. former
Nov 10, 2004 to Oct 9, 2014 · Portland, Me
First Allied Securities, Inc. former
Nov 8, 2002 to Nov 19, 2004 · Portland, Me
Morgan Stanley Dw Inc. unclassified
Jun 3, 2002 to Nov 11, 2002 · Portland, Me

Moves

a registration end followed by a registration begin elsewhere

Wealthshield Partners, LLC to Farther
left Jul 1, 2026, registered Jun 16, 2026 (-15 days) · RIA to RIA · moved with a team
Harborview Advisors to Wealthshield Partners, LLC
left Dec 26, 2021, registered Dec 3, 2021 (-23 days) · RIA to RIA · moved with a team
Cantella & Co., Inc. to Harborview Advisors
left Oct 9, 2014, registered Sep 30, 2014 (-9 days) · Other
First Allied Securities, Inc. to Cantella & Co., Inc.
left Nov 19, 2004, registered Nov 10, 2004 (-9 days) · Other
Morgan Stanley Dw Inc. to First Allied Securities, Inc.
left Nov 11, 2002, registered Nov 8, 2002 (-3 days) · Other

Signals

William Robert Todd left Wealthshield Partners, Llc for Farther (registered 2026-06-16)
Jul 1, 2026 · Advisor changed firm · fact

Transition signals

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.

Provenance

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