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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-19 |
| MO | RA | APPROVED | 2025-01-13 |
| TX | RA | APPROVED_RES | 2024-12-03 |
Branch Locations
3150 S. National Ave., Springfield, MO 65807 • United States
3330 University Suite 120, Madison, WI 53705 • United States
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 |
|---|---|---|---|---|
| Signalpoint Asset Mangement | Springfield | MO | 05/2017 | 08/2017 |
| Pensco Trust Company | San Francisco | CA | 05/2018 | 08/2018 |
| Personal Capital | Springfield | MO | 05/2019 | 09/2022 |
| Texas Christian University | Fort Worth | TX | 08/2015 | 05/2019 |
| Signalpoint Asset Management Llc | Springfield | MO | 09/2022 | 01/2025 |
| Farther Finance Advisors | Springfield | MO | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-22 |
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