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.
- Title
- Vice President, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
- Years, as the firm states
- 24reportedfarther.com“With 24 years of experience in the financial services industry, Michael brings extensive expertise in operations, compliance, and administration to Meritas.”
- Professional profile
- farther.com/advisor/michael-minkreportedfarther.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.
- Farther independent RIA currentsince Sep 10, 2025 · San Rafael, Ca
- Meritas Advisors, LLC unclassifiedMay 26, 2011 to Jan 23, 2026 · San Rafael, Ca
- Mcm Wealth independent RIAOct 11, 2006 to Jun 7, 2011 · Novato, Ca
- Citigroup Global Markets Inc. BD affiliatedMar 14, 2005 to Apr 4, 2006 · San Rafael, Ca
- Meritas Advisors, LLC to Fartherleft Jan 23, 2026, registered Sep 10, 2025 (-135 days) · Other · moved with a team
- Mcm Wealth to Meritas Advisors, LLCleft Jun 7, 2011, registered May 26, 2011 (-12 days) · Other
- Citigroup Global Markets Inc. to Mcm Wealthleft Apr 4, 2006, registered Oct 11, 2006 (190 days) · Other
- Michael Craig Mink left Meritas Advisors, Llc for Farther (registered 2025-09-10)Jan 23, 2026 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address