Joshua Charles Dvorak

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
TX	RA	APPROVED	2025-08-08

TX RA
APPROVED

Since 2025-08-08

Branch Locations

Round Rock, TX • 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 No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Jp Morgan	Austin	TX	05/2016	10/2016
Austin Private Wealth, Llc	Austin	TX	10/2016	07/2025
Farther Finance Advisors	Austin	TX	07/2025	Present

05/2016 → 10/2016

Jp Morgan

Austin, TX
10/2016 → 07/2025

Austin Private Wealth, Llc

Austin, TX
07/2025 → Present

Farther Finance Advisors

Austin, TX

Previous Registrations

2019-07-18 → 2025-08-04

Austin Private Wealth, Llc

Austin, TX
2016-12-20 → 2019-07-23

Ameriprise Financial Services, Llc

Corpus Christi, TX

Austin, TX
2014-12-10 → 2016-06-17

Strategic Advisers Llc

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-12-05
S63	Uniform Securities Agent State Law Examination	2014-08-18

S66 Uniform Combined State Law Examination

2014-12-05
S63 Uniform Securities Agent State Law Examination

2014-08-18

Designations

Certified Financial Planner

View on SEC IAPD