Daniel Robert Gilham

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Farther

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED_RES	2021-09-10

FL RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED_RES

Since 2021-09-10

Branch Locations

Atlantic Beach, FL • United States

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

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors	Jacksonville	FL	03/2012	11/2016
Wells Fargo Clearing Services, Llc	Jacksonville	FL	11/2016	09/2021
Farther Finance Advisors	Atlantic Beach	FL	09/2021	Present

03/2012 → 11/2016

Wells Fargo Advisors

Jacksonville, FL
11/2016 → 09/2021

Wells Fargo Clearing Services, Llc

Jacksonville, FL
09/2021 → Present

Farther Finance Advisors

Atlantic Beach, FL

Previous Registrations

2012-04-02 → 2021-09-13

Wells Fargo Clearing Services, Llc

Jacksonville, FL
2008-09-04 → 2012-04-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ponte Vedra Beach, FL

Jacksonville, FL

Ponte Vedra Beach, FL

Other Businesses

SIX EIGHT VENTURES, LLC; INVESTMENT RELATED; JACKSONVILLE, FL; LLC FOR INVESTMENTS, INCLUDING REAL ESTATE; 100% OWNERSHIP WITH SPOUSE; 3 HOURS DEVOTED PER MONTH; NONE DURING TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-08-07

S66 Uniform Combined State Law Examination

2008-08-07

Designations

Certified Financial Planner

Other Names

Daniel R Gilham

View on SEC IAPD