Best Investors Account Sign in
Inactive

David Joseph Tarantino

Farther

Larkspur, CA

San Francisco, CA

CRD 1886426

Claim This Profile
Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-23
  • CA RA
    APPROVED
    Since 2025-12-23

Branch Locations

17 E Sir Francis Drake Blvd Suite 218, Larkspur, CA 94939 • United States

345 California Street Suite 600, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portico Wealth Advisors, Llc Larkspur CA 04/2010 01/2026
Farther Larkspur CA 12/2025 Present
  • 04/2010 → 01/2026
    Portico Wealth Advisors, Llc
    Larkspur, CA
  • 12/2025 → Present
    Farther
    Larkspur, CA
Previous Registrations
  • 2010-07-22 → 2026-02-06
    Portico Wealth Advisors, Llc
    Larkspur, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-21
S63 Uniform Securities Agent State Law Examination 1995-01-13
  • S65 Uniform Investment Adviser Law Examination
    2010-07-21
  • S63 Uniform Securities Agent State Law Examination
    1995-01-13

View on SEC IAPD

Nearby Firms

BROADWING CAPITAL ADVISORS, INC.
PMB ADVISORS
STRATEGIC ADVISERS LLC

Nearby Investors

KELLY DOUGLAS KANE
MORGAN SELMI
PATRICK MICHAEL BERESH

Nearby Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA

More in Larkspur, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor