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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-20 |
| TX | RA | APPROVED | 2024-05-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Wealthnet Investments, Llc, Fka Macrotrend Strategies, Llc | Greenwood Village | CO | 11/2011 | 05/2024 |
| Farther Finance Advisors | Austin | TX | 05/2024 | Present |
Name of other business: LBL Mesia, LLC; Is business Investment related: No; Address of other business: 8085 S. Chester St, Suite 250 Centennial, CO 80112; Nature of other business: Publishing; Title and relationship with other business: Owner of LLC, publishing book(s); Start date of relationship: 1/1/20; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Writing, research.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-01-29 |
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