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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-14 |
| CA | RA | APPROVED | 2022-11-08 |
Branch Locations
Fort Lauderdale, FL • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 09/2011 | 05/2022 |
| Bank Of America, N.A. | Miami | FL | 12/2011 | 05/2022 |
| Unemployed | Ft. Lauderdale | FL | 05/2022 | 10/2022 |
| Farther Finance Advisors, Llc | Ft. Lauderdale | FL | 10/2022 | Present |
I*570247 For profit or not for profit: Entity For Profit Name of outside business organization: Gamma Crucis, LLC Investment related: Y Address of business: Miami Beach, Florida, 33139 Nature of business: Limited Liability Company Position, title, association: Owner, Start date of relationship: 11/1/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Purchase rental property and collect rent Independent Insurance Agent; not investment-related; started 01/2008; approximately 2 hours per month, 2 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
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