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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-07 |
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 |
|---|---|---|---|---|
| Mossy Creek Wealth | Mount Solon | VA | 03/2024 | 08/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2024 | 08/2025 |
| Cosby High School | Midlothian | VA | 08/2013 | 05/2017 |
| The Flying Pig Restaurant | Midlothian | VA | 05/2017 | 08/2017 |
| Frontier Culture Foundation | Staunton | VA | 01/2019 | 05/2019 |
| 4H Construction | Midlothian | VA | 05/2018 | 12/2019 |
| James Madison University | Harrisonburg | VA | 08/2017 | 05/2021 |
| Byerly Wealth Management | Mount Solon | VA | 05/2019 | 09/2022 |
| First Allied Securities, Inc. | San Diego | CA | 05/2019 | 09/2022 |
| First Allied Advisory Services, Inc. | Schaumburg | CA | 11/2021 | 03/2024 |
| Cetera Advisors, Llc | Mount Solon | VA | 09/2022 | 03/2024 |
| Farther | Mount Solon | VA | 08/2025 | Present |
1.Fixed insurance sales; as of 7/31/2025; 10% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner, HartBeat, LLC; private company with no current holdings; Located at 17 Field Ct. Bridgewater, VA 22812; as of 01/01/2024; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-09 |
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