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Inactive

Brett Justin Tushingham

Farther

Wilmington, NC

San Francisco, CA

CRD 3018586

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-07-29
TX RA APPROVED 2024-07-29
  • NC RA
    APPROVED
    Since 2024-07-29
  • TX RA
    APPROVED
    Since 2024-07-29

Branch Locations

Wilmington, NC • 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
Tushingham Wealth Strategies, Llc Wilmington NC 05/2014 07/2024
Farther Wilmington NC 07/2024 Present
  • 05/2014 → 07/2024
    Tushingham Wealth Strategies, Llc
    Wilmington, NC
  • 07/2024 → Present
    Farther
    Wilmington, NC
Previous Registrations
  • 2014-05-06 → 2024-10-17
    Tushingham Wealth Strategies, Llc
    Wilmington, NC
    Wilmington, NC
  • 2013-08-19 → 2014-05-19
    Omnistar Financial Group, Inc.
    Wilmington, NC
  • 2005-04-11 → 2013-08-19
    Lpl Financial Llc
    Wilmington, NC
    Raleigh, NC
    Raleigh, NC
Other Businesses

LICENSED TO SELL LIFE AND HEALTH INSURANCE THROUGH BRETT TUSHINGHAM D/B/A TUSHINGHAM INSURANCE STRATEGIES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-09
  • S66 Uniform Combined State Law Examination
    2005-04-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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