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- Title
- Managing Director, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
- Years, as the firm states
- 20reportedfarther.com“With more than 20 years of experience in financial services, Todd brings seasoned insight and a steady, strategic approach to wealth management.”
- 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 currentsince Sep 3, 2025 · San Francisco, Ca
- C••••••••• F•••••••• N•••••• national BDJun 5, 2020 to Sep 4, 2025 · Bartlesville, Ok
- C••••••••• F•••••••• N•••••• to F••••••left Sep 4, 2025, registered Sep 3, 2025 (-1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- ••• LockedSep 4, 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address