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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-16 |
| OR | RA | APPROVED | 2023-10-13 |
Branch Locations
2900 Nw Clearwater Drive Suite 200-93, Bend, OR 97703 • 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 |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 10/2012 | 07/2019 |
| Goldman Sachs | Bend | OR | 07/2019 | 10/2023 |
| Farther Finance Advisors, Llc | Bend | OR | 10/2023 | Present |
1. Owner of residential real estate property located in Lynnwood, WA. Activity is not primarily engaged in investment-related activity. Start date March 27, 2023. Six hours per month. Duties include the general management of the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-09 |
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