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Zachary Cole Etoch

Farther

San Francisco, CA

Dallas, TX

CRD 8104871

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-02
  • TX RA
    APPROVED
    Since 2025-06-02

Branch Locations

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

Dallas, TX • 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
Farther Dallas TX 06/2025 Present
University Of Arkansas Fayetteville AR 08/2014 12/2018
Mdd Forensic Accountants Allen TX 01/2019 04/2025
  • 06/2025 → Present
    Farther
    Dallas, TX
  • 08/2014 → 12/2018
    University Of Arkansas
    Fayetteville, AR
  • 01/2019 → 04/2025
    Mdd Forensic Accountants
    Allen, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-01
  • S65 Uniform Investment Adviser Law Examination
    2025-05-01

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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