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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 |
|---|---|---|---|
| NM | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED | 2025-01-21 |
Branch Locations
316 Osuna Rd Ne Building #2, Albuquerque, NM 87107 • 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 |
|---|---|---|---|---|
| Mgm, Llc | Albuquerque | NM | 01/2009 | 12/2022 |
| The H Group, Inc. | Albuquerque | NM | 01/2023 | 01/2025 |
| Farther Finance Advisors | Albuquerque | NM | 01/2025 | Present |
Name of the other business: Osher Lifelong Learning Institute at UNM; Not investment-related; Address: 1634 University Blvd NE, Albuquerque, NM 87131; Nature of business: education; Position: instructor; Start date: 2015; Hours per month: 2; Hours worked during trading hours: 0; Duties: teach classes on Social Security, Medicare, cybersecurity, tax-planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-23 |
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