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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-06 |
| TX | RA | APPROVED | 2023-03-06 |
Branch Locations
San Rafael, CA • United States
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 |
|---|---|---|---|---|
| Stay At Home Mom | San Rafael | CA | 04/2014 | 04/2019 |
| Ceres Community Project | Sebastopol | CA | 04/2019 | 11/2019 |
| Earl Farnsworth Express | San Rafael | CA | 11/2019 | 01/2022 |
| Travel | Novato | CA | 02/2022 | 06/2022 |
| Farther Finance Advisors | San Francisco | CA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-23 |
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