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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 | 2025-03-10 |
Branch Locations
Sharpsburg, GA • 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 |
|---|---|---|---|---|
| Bank Of America/Merrill Lynch | Atlanta | GA | 11/2018 | 03/2022 |
| Farther Finance Advisors | Sharpsburg | GA | 03/2025 | Present |
| Bank Of America/Merrill Lynch | Atlanta | GA | 01/2016 | 11/2018 |
| Bank Of America/Merrill Lynch | Atlanta | GA | 01/2016 | 12/2016 |
| Jpmorgan Chase Bank | Atlanta | GA | 03/2022 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
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