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Bobbie Isabelle Torres

Farther

San Francisco, CA

CRD 7245932

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student San Diego CA 07/2010 12/2020
Vanitea Cafe Chula Vista CA 07/2014 08/2019
American National Investments San Diego CA 03/2019 09/2019
The Retirement Group, Llc San Diego CA 03/2020 12/2022
Farther Finance Advisors San Diego CA 12/2022 Present
  • 07/2010 → 12/2020
    Student
    San Diego, CA
  • 07/2014 → 08/2019
    Vanitea Cafe
    Chula Vista, CA
  • 03/2019 → 09/2019
    American National Investments
    San Diego, CA
  • 03/2020 → 12/2022
    The Retirement Group, Llc
    San Diego, CA
  • 12/2022 → Present
    Farther Finance Advisors
    San Diego, CA
Previous Registrations
  • 2022-04-13 → 2022-12-05
    The Retirement Group, Llc
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-12
  • S65 Uniform Investment Adviser Law Examination
    2022-04-12
Other Names
  • Bobbieisabelle Torres

View on SEC IAPD

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