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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••••• A• D••••••

F••••••independent RIASan Francisco, Ca IA-onlyIAPD 5142340

Feed of 09/14/2026

Also filed as Jon Arch D••••••

At current firm

2 y

since Oct 20, 2023

In the industry

19 y

since Aug 29, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

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: Principal, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
Founder: “J••••••• specializes in optimizing liquidity and integrating complex planning long before a major exit, ensuring a founder's personal success scales alongside their professional legacy.”reportedfarther.comthe sentence on the bio page
Partner or owner: “J••••••• Doshier, Principal, Wealth Advisor — Farther”reportedfarther.comthe sentence on the bio page
Professional profile: farther.com/advisor/jonathan-doshierreportedfarther.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

F•••••• independent RIA current
since Oct 20, 2023 · Trophy Club, Tx
U••••• C•••••• F•••••••• A••••••• independent RIA
Jun 8, 2017 to Nov 3, 2023 · Irving, Tx
T• A••••••••• I••••••••• M••••••••• L•• former
Jan 7, 2008 to Jun 12, 2017 · Fort Worth, Tx
T• A••••••••• I••• former
Jan 7, 2008 to Jun 12, 2017 · Westlake, Tx
S•••••••• A••••••• L•• national BD
Aug 30, 2007 to Dec 11, 2007 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

U••••• C•••••• F•••••••• A••••••• to F••••••
left Nov 3, 2023, registered Oct 20, 2023 (-14 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
T• A••••••••• I••••••••• M••••••••• L•• to U••••• C•••••• F•••••••• A•••••••
left Jun 12, 2017, registered Jun 8, 2017 (-4 days) · Other
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Jun 12, 2017, registered Jan 7, 2008 (-3444 days) · channel change inside one enterprise, not a move · moved with a team
S•••••••• A••••••• L•• to T• A••••••••• I•••
left Dec 11, 2007, registered Jan 7, 2008 (27 days) · Affiliated broker-dealer or bank to a newly registered adviser

Signals

J••••••• A• D•••••• left U••••• C•••••• F•••••••• A••••••• for Farther (registered 2023-10-20)
Nov 3, 2023 · 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address