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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2022-10-26 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
Isle Of Palms, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-07 |
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