Best Investors Account Sign in
Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-25
  • FL RA
    APPROVED
    Since 2022-01-25

Branch Locations

Jupiter, FL • United States

2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • 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
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
  • 06/2017 → 01/2022
    Dg Wealth Partners Llc
    Palm Beach Gardens, FL
  • 01/2022 → Present
    Farther Finance Advisors, Llc
    Palm Beach Gardens, FL
  • 07/1996 → 06/2017
    Goldman, Sachs & Co.
    New York, NY
Previous Registrations
  • 2017-06-20 → 2022-03-22
    Dg Wealth Partners Llc
    Palm Beach Gardens, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-22
S63 Uniform Securities Agent State Law Examination 1996-08-16
  • S65 Uniform Investment Adviser Law Examination
    1999-12-22
  • S63 Uniform Securities Agent State Law Examination
    1996-08-16
Designations

View on SEC IAPD

More in Jupiter, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor