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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-06-10 |
Branch Locations
2990 E Moore Ave., Searcy, AR 72143 • 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 |
|---|---|---|---|---|
| Whitlow Engineering Services | Searcy | AR | 04/2012 | 11/2019 |
| Goldman Sachs Pfm/United Capital | Searcy | AR | 11/2019 | 10/2023 |
| Farther Finance Advisors | Searcy | AR | 10/2023 | Present |
Name of other business: Paragon Drafting Services LLC; Is business Investment related: No; Address: Searcy, AR; Nature of other business: Consulting and drafting services; Your position: Partner; Start date of relationship: 2/1/2022; Approx. # of hours /month devote to other business: 0; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Husband is owner/partner, silent partner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-03 |
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