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Michael Agee Parrott

Farther

San Francisco, CA

Vancouver, WA

Sahuarita, AZ

CRD 1963100

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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
AZ RA APPROVED 2026-06-18
WA RA APPROVED 2026-03-10
  • AZ RA
    APPROVED
    Since 2026-06-18
  • WA RA
    APPROVED
    Since 2026-03-10

Branch Locations

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

Vancouver, WA • United States

Sahuarita, AZ • 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
Kbf Cpas Portland OR 12/2006 10/2025
Unemployed Vancouver WA 11/2025 01/2026
Farther Vancouver WA 02/2026 Present
  • 12/2006 → 10/2025
    Kbf Cpas
    Portland, OR
  • 11/2025 → 01/2026
    Unemployed
    Vancouver, WA
  • 02/2026 → Present
    Farther
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-10-26
S63 Uniform Securities Agent State Law Examination 1989-09-22
  • S65 Uniform Investment Adviser Law Examination
    1994-10-26
  • S63 Uniform Securities Agent State Law Examination
    1989-09-22
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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