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Michael Lee Hudson

Farther

San Francisco, CA

Wilmington, NC

CRD 2476619

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-06-03
  • NC RA
    APPROVED
    Since 2024-06-03

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

Wilmington, NC • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2010 → 05/2020
    Rs Wealth Management
    Wrightsville Beach, NC
  • 05/2020 → 05/2024
    Zermatt Wealth Partners, Llc
    Wilmington, NC
  • 05/2024 → Present
    Farther Finance Advisors
    Wilmington, NC
Previous Registrations
  • 2021-07-20 → 2024-05-17
    Wilmington, NC
    San Diego, CA
  • 2020-05-28 → 2021-07-19
    Hayden Royal
    Wilmington, NC
    Charlotte, NC
  • 2012-01-04 → 2020-08-12
    Rs Wealth Management, Llc
    Wrightsville Beach, NC
  • 2011-01-05 → 2011-12-31
    Rs Wealth Management, Llc
    Wrightsville Beach, NC
  • 2001-12-31 → 2010-12-23
    Wrightsville Beach, NC
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-27
S63 Uniform Securities Agent State Law Examination 1994-05-13
  • S65 Uniform Investment Adviser Law Examination
    1999-08-27
  • S63 Uniform Securities Agent State Law Examination
    1994-05-13
Other Names
  • Mike Hudson

View on SEC IAPD

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