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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-03 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rs Wealth Management | Wrightsville Beach | NC | 01/2010 | 05/2020 |
| Zermatt Wealth Partners, Llc | Wilmington | NC | 05/2020 | 05/2024 |
| Farther Finance Advisors | Wilmington | NC | 05/2024 | Present |
01/20/10 - OWNER OF HUDSON WEALTH MANAGEMENT, LLC, ENGAGES IN THE SALE OF FIXED LIFE INSURANCE. LOCATED AT 1427 MILITARY CUTOFF ROAD SUITE 206, WILIMINGTON, NC 28403. SPENDS APPROXIMATELY 2% OF HIS TIME ON THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-13 |
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