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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-31 |
Branch Locations
1266 Furnace Brook Parkway, Quincy, MA 02169 • United States
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 |
|---|---|---|---|---|
| Northstar Capital Inc. | Boston | MA | 01/2007 | 01/2025 |
| Farther Finance Advisors | Boston | MA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-07 |
| S66 | Uniform Combined State Law Examination | 1999-02-11 |
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