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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Austin | TX | 04/2007 | 04/2018 |
| Syntropy Wealth Management Llc | Austin | TX | 04/2018 | Present |
| Farther Finance Advisors | Austin | TX | 02/2025 | Present |
Name of other business: Women in Neuroscience; Is business Investment related: No; Address of other business: 3507 N. Lamar Blvd., #300210, Autin, TX 78705; Nature of other business: Non-Profit; Title and relationship with other business: Board Member; Start date of relationship: 04/2024; Approx. # of hours /month devote to other business: 5; Number of hours devoted to other business during securities trading hours: 2; Briefly describe duties: promote awareness, develop programs, fundraise.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-16 |
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