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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-10 |
| IA | RA | APPROVED | 2024-04-09 |
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 |
|---|---|---|---|---|
| Self Employed | St Paul | MN | 04/2016 | 11/2016 |
| Winthrop & Weinstine, Pa | Minneapolis | MN | 11/2016 | 05/2017 |
| Self Employed | St Paul | MN | 05/2017 | 03/2018 |
| Irongate International, Llc | Moline | IL | 03/2018 | 03/2019 |
| United Capital Financial Advisors, Llc | Irving | TX | 03/2019 | 04/2024 |
| Farther Finance Advisors | Davenport | IA | 04/2024 | Present |
1. Trustee at Mary H Waterman Children's Trust, a family trust. Organization's primary address is in Davenport, IA. Organization is not primarily engaged in investment-related activities. Start Date is January 1st, 2022. Two hours per month. Duties include determining the amount and timing of discretionary distributions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-21 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-17 |
| S66 | Uniform Combined State Law Examination | 2006-05-25 |
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