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Alan Lloyd Ford

Farther

Lake Oswego,, OR

San Francisco, CA

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Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-11-13
  • OR RA
    APPROVED
    Since 2024-11-13

Branch Locations

155 B Ave. Suite 100, Lake Oswego,, OR 97034 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cable Hill Partners, Llc Portland OR 06/2019 06/2021
Key Private Bank Portland OR 04/2012 06/2019
Unemployed Gearhart OR 06/2021 11/2022
Geffen Mesher Portland OR 11/2022 09/2024
Farther Finance Advisors Lake Oswego OR 09/2024 Present
  • 06/2019 → 06/2021
    Cable Hill Partners, Llc
    Portland, OR
  • 04/2012 → 06/2019
    Key Private Bank
    Portland, OR
  • 06/2021 → 11/2022
    Unemployed
    Gearhart, OR
  • 11/2022 → 09/2024
    Geffen Mesher
    Portland, OR
  • 09/2024 → Present
    Farther Finance Advisors
    Lake Oswego, OR
Previous Registrations
  • 2019-07-15 → 2021-06-08
    Cable Hill Partners, Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-08
  • S65 Uniform Investment Adviser Law Examination
    2024-11-08

View on SEC IAPD

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