Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OR | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-08 |
Reach out to this advisor