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Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-27
WA RA APPROVED 2026-04-23
  • TX RA
    APPROVED_RES
    Since 2026-04-27
  • WA RA
    APPROVED
    Since 2026-04-23

Branch Locations

7900 Se 28Th Street Suite 500, Mercer Island, WA 98040 • United States

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

Goldbloom Wealth Management Llc

7900 Se 28Th Street Suite 500, Mercer Island, WA 98040 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-01-23
  • WA RA
    APPROVED
    Since 2025-01-23

Branch Locations

7900 Se 28Th Street Suite 500, Mercer Island, WA 98040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldbloom Wealth Management Llc Mercer Island WA 02/2022 Present
Shiftboard Carnation WA 11/2017 12/2019
University Of Washington Hfs Seatle WA 01/2020 03/2020
Instacart Seatle WA 04/2020 09/2020
Whole Foods Market Redmond WA 09/2020 07/2021
University Of Washington Hfs Seatle WA 09/2021 06/2022
Student Carnation WA 12/2014 12/2017
Farther Mercer Island WA 04/2026 Present
  • 02/2022 → Present
    Mercer Island, WA
  • 11/2017 → 12/2019
    Shiftboard
    Carnation, WA
  • 01/2020 → 03/2020
    University Of Washington Hfs
    Seatle, WA
  • 04/2020 → 09/2020
    Instacart
    Seatle, WA
  • 09/2020 → 07/2021
    Whole Foods Market
    Redmond, WA
  • 09/2021 → 06/2022
    University Of Washington Hfs
    Seatle, WA
  • 12/2014 → 12/2017
    Student
    Carnation, WA
  • 04/2026 → Present
    Mercer Island, WA
Other Businesses

Name of other business: Goldbloom Advisory LLC; Is business Investment related: Yes; Address of other business: 7900 SE 28th St., Suite 500, Mercer Island, WA 98040; Nature of other business: Business Consulting, Insurance Agency; Your position: Exec Administrator / Financial Operations Coordinator; Start date of relationship: 02/21/2022; Approx. # of hours /month devote to other business: various; Number of hours devoted to other business during securities trading hours: various; Briefly describe duties: Various, Financial Planning, management, admin, etc. Independent Insurance Agent; not investment-related; started 02/2025.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-11
  • S65 Uniform Investment Adviser Law Examination
    2023-10-11

View on SEC IAPD

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