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.
- Title
- Vice President, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
- Years, as the firm states
- 5reportedfarther.com“D••••• has 5+ years of experience providing unique investment strategies, tax solutions and financial planning to high net worth families and executives.”
- Professional profile
- farther.com/advisor/darren-tingreportedfarther.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 Apr 14, 2023 · San Francisco, Ca
- J••• M••••• S••••••••• L•• wirehouseMar 12, 2021 to Mar 2, 2022 · Cleveland, Oh
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 16, 2018 to Mar 8, 2021 · Cleveland, Oh
- J••• M••••• S••••••••• L•• to F••••••left Mar 2, 2022, registered Apr 14, 2023 (408 days) · Wirehouse to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••left Mar 8, 2021, registered Mar 12, 2021 (4 days) · Wirehouse to wirehouse
- D••••• N• T••• left J••• M••••• S••••••••• L•• for Farther (registered 2023-04-14)Mar 2, 2022 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address