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- Title
- Vice President, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
- Professional profile
- farther.com/advisor/bobby-hartreportedfarther.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 Aug 7, 2025 · San Francisco, Ca
- C••••••••• F•••••••• N•••••• national BDMar 11, 2024 to Aug 4, 2025 · Waltham, Ma
- C••••• I••••••••• A••••••• L•• BD affiliatedNov 16, 2021 to Mar 15, 2024 · Mount Solon, Va
- C••••••••• F•••••••• N•••••• to F••••••left Aug 4, 2025, registered Aug 7, 2025 (3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- C••••• I••••••••• A••••••• L•• to C••••••••• F•••••••• N••••••left Mar 15, 2024, registered Mar 11, 2024 (-4 days) · Affiliated broker-dealer or bank to another · moved with a team
- R••••• F••••••• H••• left C••••••••• F•••••••• N•••••• for Farther (registered 2025-08-07)Aug 4, 2025 · Advisor changed firm · fact
- R••••• F••••••• H••• left C••••• I••••••••• A••••••• L•• for C••••••••• F•••••••• N•••••• (registered 2024-03-11)Mar 15, 2024 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address