Bradley B Sim

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 05/2021
  Edward Jones
  St Louis, MO
• 05/2021 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Bellingham, WA
• 02/2025 → Present
  Farther Finance Advisors
  Lynden, WA

Previous Registrations

• 2021-05-24 → 2025-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellingham, WA
• 2016-02-01 → 2021-05-25
  Edward Jones
  Bellingham, WA
  St Louis, MO
  Bellingham, WA
  Bellingham, WA
  Lynden, WA
  Lynden, WA

Other Businesses

I*11055 For profit or not for profit: Name of outside business organization: Rental House in Sumas, WA Investment related: No Address of business: Sumas, Washington 98295 Nature of business: resodential property Position, title, association: property owner Start date of relationship: 12/1/2020 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: Lanlord and property manager

Exams

• S66 Uniform Combined State Law Examination
  2015-11-20

Other Names

• Bradley Blair Sim
• Bradley B Sim