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Inactive

Roy Charles Satterthwaite

Farther

San Francisco, CA

Laguna Beach, CA

CRD 7287388

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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
TX RA APPROVED 2021-05-26
CA RA APPROVED 2020-09-08
  • TX RA
    APPROVED
    Since 2021-05-26
  • CA RA
    APPROVED
    Since 2020-09-08

Branch Locations

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

Laguna Beach, CA • 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
Farther Finance Advisors, Llc Laguna Beach CA 08/2020 Present
Autorabit, Inc. San Francisco CA 04/2017 07/2020
Forrester San Francisco CA 02/2016 02/2017
  • 08/2020 → Present
    Farther Finance Advisors, Llc
    Laguna Beach, CA
  • 04/2017 → 07/2020
    Autorabit, Inc.
    San Francisco, CA
  • 02/2016 → 02/2017
    Forrester
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-08
  • S65 Uniform Investment Adviser Law Examination
    2020-09-08

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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