K•••• S••••••• F•••••

Title

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

Professional profile

farther.comreportedfarther.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 Jan 1, 2026 · San Francisco, Ca
• B•••• W••••• A••••••• L•• unclassified
  May 26, 2005 to Mar 22, 2025 · Los Gatos, Ca
• I•••••••• R•••••••• G••••• I••• unclassified
  Oct 29, 2004 to Apr 5, 2006 · Vacaville, Ca
• M•• F•••••••• S•••••••• I••• former
  Sep 24, 2003 to Nov 2, 2004 · Campbell, Ca

• B•••• W••••• A••••••• L•• to F••••••
  left Mar 22, 2025, registered Jan 1, 2026 (285 days) · Other
• I•••••••• R•••••••• G••••• I••• to B•••• W••••• A••••••• L••
  left Apr 5, 2006, registered May 26, 2005 (-314 days) · Other
• M•• F•••••••• S•••••••• I••• to I•••••••• R•••••••• G••••• I•••
  left Nov 2, 2004, registered Oct 29, 2004 (-4 days) · Other

• ••• Locked
  Mar 22, 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

24derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address