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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-07 |
| TX | RA | APPROVED | 2025-04-07 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Los Angeles | CA | 06/2015 | 03/2017 |
| Mml Investors Services, Llc | Denver | CO | 03/2017 | 11/2021 |
| Massmutual Life Insurance Co | Denver | CO | 07/2016 | 04/2025 |
| Global Wealth Strategies And Associates, Llc | Denver | CO | 11/2021 | 04/2025 |
| Simplified Financial Concepts | Denver | CO | 01/2025 | Present |
| Farther Finance Advisors | Denver | CO | 04/2025 | Present |
(1)NAME: BRADLEY R. SCOULAR INV REL: Y ADD: 4600 S ULSTER ST., SUITE 1200, DENVER, CO 80237 NATURE: OUTSIDE INSURANCE POSITION: SALES, AGENT START DATE: 01/2004 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: INDIVIDUAL LIFE, HEALTH, GROUP HEALTH (2)NAME: BRADLEY SCOULAR DESIGNS INV REL: N ADD: AT RESIDENTIAL ADDRESS NATURE: PERSONALLY MAKING AND SELLING A VARIETY OF WOODWORKING GOODS POSITION: OWNERSHIP START DATE: 05/32/2020 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0. (3) NAME: BRADLEY SCOULAR INV REL: Y ADDR: 5607 CANTERBURY DR, CULVER CITY, CA 90230 NATURE: RENTAL INCOME POSITION: OWNER START: 11/1/2020 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0. (4) NAME: R & B PROPERTIES LLC INV REL: Y ADDR: 225 HI COUNTRY DRIVE, UNIT 11-1213, WINTER PARK, CO 80482 NATURE: RENTAL PROPERTY POSITION: PARTNER IN LLC START: 05/28/2021 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0. DESCRIBE DUTIES: FINANCIAL OBLIGATION AND HIRING RENTAL COMPANY (5) NAME: SIMPLIFIED FINANCIAL CONCEPTS INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: FINANCIAL LITERACY WORKSHOPS POSITION: CEO/FOUNDER START: 01/2025 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 30. DESCRIBE DUTIES: PRESENTING FINANCIAL LITERACY WORKSHOPS AND SPEAKING ENGAGEMENTS TO INDIVIDUALS AND GROUPS, NO SPECIFIC RECOMMENDATIONS IN REGARDS TO SECURITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-18 |
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