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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-07 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
Phoenix, AZ • 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 |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Phoenix | AZ | 07/2011 | 02/2025 |
| Farther Finance Advisors | Phoenix | AZ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-25 |
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