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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-24 |
| TX | RA | APPROVED_RES | 2023-10-08 |
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 |
|---|---|---|---|---|
| United Capital Financial Advisers, Inc | Las Vegas | NV | 01/2009 | 07/2020 |
| Goldman Sachs | Las Vegas | NV | 07/2020 | 10/2023 |
| Farther Finance Advisors | New York | NY | 10/2023 | Present |
Trustee of Bennett Family Trust 7878. Trust operates out of Las Vegas, NV. Organization is not primarily engaged in investment-related activity. Start date: January 09, 2004. Three hours per week. Duties include serving as Trustee of the family trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-01 |
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