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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 | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liferay | Los Angeles | CA | 01/2016 | 02/2017 |
| Naks | Los Angeles | CA | 01/2017 | 02/2019 |
| Phonexa | Los Angeles | CA | 05/2019 | 09/2020 |
| Dray Alliance | Los Angeles | CA | 09/2020 | 02/2022 |
| Andmore | Los Angeles | CA | 02/2022 | 03/2024 |
| Kia America | Beaverton | OR | 02/2024 | 06/2024 |
| Northwestern Mutual | Portland | OR | 10/2025 | 11/2025 |
| U.S. Bank | Happy Valley | OR | 07/2024 | 11/2025 |
| Farther | Portland | OR | 05/2026 | Present |
| Unemployed | Portland | OR | 12/2025 | 04/2026 |
Independent Insurance Agent; not investment-related; started 11/2025; approximately 1 hour per month, 1 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-26 |
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