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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
Los Gatos, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black Walnut Advisors Llc | Los Gatos | CA | 05/2005 | Present |
| Farther Finance Advisors | Los Gatos | CA | 11/2024 | Present |
1. Insurance broker (under my name); Work as an independent broker; License in the state of CA to sell accidental/health/life insurance.; License number 0D58763.; Address is 135 Belcrest Drive, Los Gatos, CA 95032; Currently, averages 2-hrs per /month; Spends, on average 0-to-30 minutes doing securities trading hours; duties: selling insurance and more importantly, maintaining/servicing existing clients' policies. 2. Filtrano Tapes; Inv. related: No; Address is 1625 Ashton Park Drive, Colonial Heights, VA 23834; Board Director; start date: 7/18/2024; Tape solutions, 10 hours per month, 1 during securities trading hours; versee strategy, risk and performance, uphold fiduciary duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-07 |
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