Zachary James Staggs

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
CA	RA	APPROVED	2026-06-24
TX	RA	APPROVED_RES	2026-06-24

CA RA
APPROVED

Since 2026-06-24
TX RA
APPROVED_RES

Since 2026-06-24

Branch Locations

Carlsbad, CA • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Hollencrest Capital Management	Newport Beach	CA	07/2011	06/2026
Farther	Carlsbad	CA	06/2026	Present

07/2011 → 06/2026

Hollencrest Capital Management

Newport Beach, CA
06/2026 → Present

Farther

Carlsbad, CA

Previous Registrations

2011-12-14 → 2026-07-17

Hollencrest Capital Management

Newport Beach, CA

Newport Beach, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-12-13

S66 Uniform Combined State Law Examination

2011-12-13

View on SEC IAPD