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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-12 |
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