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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-08 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zhang Financial Llc | Portage | MI | 02/2016 | 01/2019 |
| Rmb Capital Management, Llc | St. Joseph | MI | 01/2019 | 04/2024 |
| Farther Finance Advisors | Mattawan | MI | 04/2024 | Present |
1. Name of other business: Next Level Real Estate Investments, LLC; Is business Investment related: No; Nature of other business: Real Estate; Your position: Partner/Co-Founder; Start date of relationship: 2018; Approx. # of hours /month devote to other business: less than 10 hours/month; Number of hours devoted to other business during securities trading hours: 0; 2. Name of other business: Next Level Burger, Inc.; Is business Investment related: No; Nature of other business: Restaurant; Your position: Owner/Co-Founder; Start date of relationship: 2013; Approx. # of hours /month devote to other business: less than 10 hours/month; Number of hours devoted to other business during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-01 |
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