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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-11 |
| TX | RA | APPROVED | 2024-10-11 |
Branch Locations
505 Sw Washburn Ave., Topeka, KS 66606 • 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 |
|---|---|---|---|---|
| Capital Portfolio Management | Topeka | KS | 08/2005 | Present |
| Apw | Topeka | KS | 03/2008 | Present |
| Farther Finance Advisors | Topeka | KS | 10/2024 | Present |
1-R at W D/B/A Restinatweston; Topeka, KS; Service Description: Vacation Rental; Start Date: 12/01/2014; Title: Partner; Duties: Collect rent; Time spent: 1 hour per month. 2-RandReeves, Investment related:No, Address:505 sw washburn ave, Topeka, ks, 66606, Nature of the other business: Owns building I'm in. CPM pays rent to RandReeves, Title/Position: Owner, Start date of your relationship: 06/2008, Approximate number of hours/month you devote to the other business: 2 hours per month, Describe your duties: owner 3-Random Enterprises, Investment related:No, 801 Kihekah Ave, Pawhuska, oklahoma, 74056, Laundromat, owner, 06/01/2024, 2 hours per week,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-09 |
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