T•••••• E••••• G••••••••

Title

Senior Vice President, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026

Designations

MBAreportedfarther.comas printed on the bio page, Sep 16, 2026

Professional profile

farther.com/advisor/terence-gallagherreportedfarther.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 current
  since Feb 20, 2024 · San Francisco, Ca
• C••••• I••••••••• A••••••• L•• BD affiliated
  Aug 10, 2023 to Mar 12, 2024 · Martinsville, Nj
• S••••••• F•••••••• S•••••••• I••• former
  Dec 8, 2016 to Aug 10, 2023 · Martinsville, Nj

• C••••• I••••••••• A••••••• L•• to F••••••
  left Mar 12, 2024, registered Feb 20, 2024 (-21 days) · Affiliated broker-dealer or bank to independent RIA
• S••••••• F•••••••• S•••••••• I••• to C••••• I••••••••• A••••••• L••
  left Aug 10, 2023, registered Aug 10, 2023 (0 days) · corporate re-registration, not a move

• T•••••• E••••• G•••••••• left C••••• I••••••••• A••••••• L•• for Farther (registered 2024-02-20)
  Mar 12, 2024 · 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

29derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address