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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 |
|---|---|---|---|
| OK | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2025-09-04 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
600 Se Delaware Ave., Bartlesville, OK 74003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rodgers Link Financial Partners | Bartlesville | OK | 02/2022 | 09/2025 |
| Caughell Rodgers Financial | Bartlesville | OK | 02/2015 | 01/2022 |
| Farther | Bartlesville | OK | 09/2025 | Present |
Rodgers Link Financial Partners LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/11/2022; 100% of time spent during business hours; Conducted at branch; Investment related. Owner of Pooler Creek Farms; not investment related; not conducted at branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-23 |
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