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James Philip Funk

Farther

Mableton, GA

San Francisco, CA

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Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-08-08
  • GA RA
    APPROVED
    Since 2024-08-08

Branch Locations

Mableton, GA • 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
Bison Wealth, Llc Atlanta GA 02/2021 06/2024
Lakeview Capital Atlanta GA 05/2013 01/2021
Farther Finance Advisors Mableton GA 07/2024 Present
  • 02/2021 → 06/2024
    Bison Wealth, Llc
    Atlanta, GA
  • 05/2013 → 01/2021
    Lakeview Capital
    Atlanta, GA
  • 07/2024 → Present
    Farther Finance Advisors
    Mableton, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-19
S63 Uniform Securities Agent State Law Examination 2000-04-21
  • S65 Uniform Investment Adviser Law Examination
    2001-07-19
  • S63 Uniform Securities Agent State Law Examination
    2000-04-21
Designations
Other Names
  • Jim Funk

View on SEC IAPD

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