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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2023-12-04 |
| TN | RA | APPROVED | 2023-10-23 |
| TX | RA | APPROVED | 2023-10-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Kernodle & Katon Asset Management Group, Llc | Searcy | AR | 08/2009 | 08/2017 |
| United Capital Financial Advisers, Llc | Franklin | TN | 08/2017 | 07/2019 |
| Goldman Sachs Personal Financial Management | Brentwood | TN | 07/2019 | 10/2023 |
| Farther Finance Advisors | Thompsons Station | TN | 10/2023 | Present |
I AM AN INSURANCE AGENT LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT. I MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-29 |
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