Benjamin Don Coakley

Current Employers

Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2025-08-12
TX	RA	APPROVED	2025-08-07

MO RA
APPROVED

Since 2025-08-12
TX RA
APPROVED

Since 2025-08-07

Branch Locations

Jefferson City, MO • United States

345 California Street Suite 600, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Waypoint Strategic Advisors, Llc	Jefferson City	MO	12/2010	Present
Farther	Jefferson City	MO	07/2025	Present

12/2010 → Present

Waypoint Strategic Advisors, Llc

Jefferson City, MO
07/2025 → Present

Farther

Jefferson City, MO

Previous Registrations

2010-12-13 → 2026-03-31

Waypoint Strategic Advisors

Summerville, SC
2005-02-04 → 2010-12-13

Strategic Financial Decisions, Llc

Summerville, SC

Other Businesses

SOUTHERN HERITAGE INVESTMENTS, LLC; SUMMERVILLE, NC; PERSONAL REAL ESTATE OWNERSHIP AND INVESTMENT; 50% OWNER; 11/06 TO PRESENT; 10 HOURS PER MONTH NOT DURING TRADING HOURS. Rx INSURANCE GROUP, LLC; INV REL; SUMMERVILLE, SC; INSURANCE PRODUCTS SALES AND SERVICES; MEMBER/INSURANCE AGENT; 04/2021

Current Employers

Farther

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Names

Reviews