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

Joseph Francis Curtin

Fartherindependent RIASan Francisco, Ca IA-onlyIAPD 4015134

Feed of 09/15/2026

At current firm

0 y

since Mar 25, 2026

In the industry

26 y

since Nov 16, 1999 (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/joseph-curtinreportedfarther.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 Mar 25, 2026 · Saratoga Springs, Ny
Golden Wealth Management former
Mar 18, 2019 to Mar 27, 2026 · Pittston, Pa
Stifel, Nicolaus & Company, Incorporated national BD
Sep 25, 2009 to Mar 12, 2019 · Wilkes-Barre, Pa
UBS Financial Services Inc. wirehouse
Jun 4, 2008 to Sep 25, 2009 · Weehawken, Nj
Wells Fargo Advisors wirehouse
Jul 1, 2003 to Jun 10, 2008 · Scranton, Pa
Prudential Equity Group, LLC unclassified
Feb 12, 2001 to Jul 1, 2003 · Scranton, Pa

Moves

a registration end followed by a registration begin elsewhere

Golden Wealth Management to Farther
left Mar 27, 2026, registered Mar 25, 2026 (-2 days) · RIA to RIA · moved with a team
Stifel, Nicolaus & Company, Incorporated to Golden Wealth Management
left Mar 12, 2019, registered Mar 18, 2019 (6 days) · Affiliated broker-dealer or bank to independent RIA
UBS Financial Services Inc. to Stifel, Nicolaus & Company, Incorporated
left Sep 25, 2009, registered Sep 25, 2009 (0 days) · corporate re-registration, not a move
Wells Fargo Advisors to UBS Financial Services Inc.
left Jun 10, 2008, registered Jun 4, 2008 (-6 days) · Wirehouse to wirehouse
Prudential Equity Group, LLC to Wells Fargo Advisors
left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move

Signals

Joseph Francis Curtin left Golden Wealth Management for Farther (registered 2026-03-25)
Mar 27, 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