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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2023-08-30 |
Branch Locations
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 |
|---|---|---|---|---|
| J.P. Morgan | Chicago | IL | 01/2015 | 01/2019 |
| J.P. Morgan | Chicago | IL | 01/2019 | 11/2019 |
| Bny Mellon | Chicago | IL | 11/2019 | 05/2023 |
| Farther Finance Advisors | Crystal Lake | IL | 05/2023 | Present |
Coordinate the development of the property at Lake Roots Holdings, LLC, located working for 5-10 hours per month since June 2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-24 |
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