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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-13 |
| NC | RA | APPROVED | 2025-10-30 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
1160 S. Milledge Ave. Suite 210, Athens, GA 30605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Dba) Stable Waters Financial | Athens | GA | 11/2011 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 08/2022 | 10/2025 |
| Farther | Athens | GA | 10/2025 | Present |
Independent Insurance Agent; not investment-related; started 2015; approximately <1 hour per week, <1 hour during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-21 |
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