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Jeffrey Lee Schlotterbeck

Farther

Tampa, FL

San Francisco, CA

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Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-23
  • FL RA
    APPROVED
    Since 2026-03-23

Branch Locations

Tampa, FL • 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
Td Ameritrade, Inc. / Td Ameritrade Investment Management, Inc. Tampa FL 10/2005 04/2018
Water Street Wealth Management, Llc Tampa FL 04/2018 03/2026
Farther Tampa FL 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-10-26
S66 Uniform Combined State Law Examination 2003-09-08
  • S63 Uniform Securities Agent State Law Examination
    2005-10-26
  • S66 Uniform Combined State Law Examination
    2003-09-08
Designations
Other Names
  • Jeff Schlotterbeck
  • Jeffrey Lee Schlotterbeck
  • Jeffrey Lee Schlotterbeck

View on SEC IAPD

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