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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-09 |
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 |
|---|---|---|---|---|
| Merrill Lynch | Seattle | WA | 09/2011 | 02/2019 |
| Edward Jones | Seattle | WA | 02/2019 | 01/2022 |
| Farther Finance Advisors | Seattle | WA | 01/2022 | 08/2023 |
| Wells Fargo | Kirkland | WA | 08/2023 | 11/2025 |
| Farther | Seattle | WA | 12/2025 | Present |
Independent Insurance Agent; not investment-related; started 12/2025; approximately 8 hours per month, 1 hour during securities trading hours. Name of other business: My Financial Therapist; Is business Investment related: No; Address of other business: Seattle, WA; Nature of other business: Education; Your position: President; Start date of relationship: 03/2021; Approx. # of hours /month devote to other business: 20; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Strategy and marketing implementation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-17 |
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