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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-07 |
| TX | RA | APPROVED_RES | 2025-01-17 |
Branch Locations
1700 Eureka Road Suite 155, Roseville, CA 95661 • 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 |
|---|---|---|---|---|
| Lynch Financial Advisors | Roseville | CA | 01/2002 | Present |
| Farther Finance Advisors | Roseville | CA | 01/2025 | Present |
Lynch and Sons Pool Service- not investment related, 1700 Eureka Road, Suite 155, Roseville, CA 95661, Pool-service company, Owner, 20/hours a month, no hours during security trading hours, management. Lynch Business Center- not investment related, 1700 Eureka Road, Suite 155, Roseville, CA 95661, Commercial office leasing company, Owner, 10/hours a month, no hours during security trading hours, management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-29 |
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