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Richard Keith Sauls

Farther

San Francisco, CA

Isle Of Palms, SC

CRD 4585968

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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
SC RA APPROVED 2026-01-05
TX RA APPROVED 2022-10-26
  • SC RA
    APPROVED
    Since 2026-01-05
  • TX RA
    APPROVED
    Since 2022-10-26

Branch Locations

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

Isle Of Palms, SC • 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
Acansa Investment Group Tysons Corner VA 01/2020 02/2022
Exeter Venture Group Atlanta GA 01/2000 10/2022
Farther Finance Advisors, Llc Isle Of Palm SC 10/2022 Present
  • 01/2020 → 02/2022
    Acansa Investment Group
    Tysons Corner, VA
  • 01/2000 → 10/2022
    Exeter Venture Group
    Atlanta, GA
  • 10/2022 → Present
    Farther Finance Advisors, Llc
    Isle Of Palm, SC
Previous Registrations
Other Businesses

Rise IT Solutions, started 01/2016, I am a Board Member of IT Services/IT HR Outsourcing company, I devote 10 hours per month to this business, none during security trading hours, it is located at 16803 Dallas Pkwy Suite 300 Addison, TX 75001.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-29
S63 Uniform Securities Agent State Law Examination 2003-11-07
  • S66 Uniform Combined State Law Examination
    2014-04-29
  • S63 Uniform Securities Agent State Law Examination
    2003-11-07
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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