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
Mollie Sebak
Certified Financial Planner
Feed of 09/14/2026
Also filed as Mollie Korenstein
At current firm
2 y
since Jun 24, 2024
In the industry
11 y
since Jan 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Farther independent RIA currentsince Jun 24, 2024 · San Francisco, Ca
- Financial Life Focus, LLC formerMar 24, 2021 to Aug 7, 2024 · Philadelphia, Pa
- Triad Financial Advisors, Inc. formerJan 2, 2018 to Aug 3, 2021 · Greensboro, Nc
- Modera Wealth Management, LLC independent RIAJun 25, 2015 to Nov 20, 2017 · Westwood, Nj
Moves
a registration end followed by a registration begin elsewhere
- Financial Life Focus, LLC to Fartherleft Aug 7, 2024, registered Jun 24, 2024 (-44 days) · RIA to RIA
- Triad Financial Advisors, Inc. to Financial Life Focus, LLCleft Aug 3, 2021, registered Mar 24, 2021 (-132 days) · RIA to RIA
- Modera Wealth Management, LLC to Triad Financial Advisors, Inc.left Nov 20, 2017, registered Jan 2, 2018 (43 days) · Other
Signals
- Mollie Sebak left Financial Life Focus, Llc for Farther (registered 2024-06-24)Aug 7, 2024 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address