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Farther CRD 302050
$16.0B regulatory AUM 450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-25 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dg Wealth Partners Llc | Palm Beach Gardens | FL | 06/2017 | 01/2022 |
| Farther Finance Advisors, Llc | Palm Beach Gardens | FL | 01/2022 | Present |
| Goldman, Sachs & Co. | New York | NY | 07/1996 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-16 |
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