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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-15 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
Name of other business: United States Naval Academy Alumni Foundation Miami Chapter; Is business Investment related: No; Your position: President; Start date of relationship: 2019; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0 Briefly describe duties: Chapter President.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-12 |
| S66 | Uniform Combined State Law Examination | 2015-06-15 |
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