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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| PA | RA | APPROVED | 2026-03-26 |
| NY | RA | APPROVED | 2026-03-25 |
Branch Locations
Saratoga Springs, NY • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | Wilkes Barre | PA | 03/2009 | 03/2019 |
| Golden Wealth Management | Pittston | PA | 03/2019 | 03/2026 |
| Farther | Pittston | PA | 03/2026 | Present |
| Private Client Services | Pittston | PA | 03/2019 | 03/2026 |
1) NORTH LEGEND PARTNERS LLC. SARATOGA SPRINGS, NY 12866. FAMILY LLC, EBAY SALES, POSSIBLE REAL ESTATE. MANAGING DIRECTOR. 1 HOUR/MO; 1 DURING TRADING HOURS. 2.) Independent Insurance Agent; not investment-related; started 12/1999; approximately 4 hours per month, 4 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-16 |
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