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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED_RES | 2026-06-02 |
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 |
|---|---|---|---|---|
| Eldridge Capital Group, Llc | Phoenix | AZ | 04/2026 | Present |
| Farther | Phoenix | AZ | 06/2026 | Present |
| Financial Engines Advisors, Llc | Phoenix | AZ | 11/2015 | 04/2021 |
| Golden State Equity Partners, Llc Dba Eldridge Capital Group, Ll | Phoenix | AZ | 04/2021 | 10/2024 |
| Kingdom Financial Group, Llc | Peoria | AZ | 10/2024 | 04/2026 |
Independent Insurance Agent; not investment-related; started 03/2021; approximately 160 hours per month, 120 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-09 |
| S66 | Uniform Combined State Law Examination | 2013-09-14 |
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