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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-29 |
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 |
|---|---|---|---|---|
| Axa Advisors Llc | Columbia | MD | 02/2015 | 06/2020 |
| Equitable Advisors, Llc | Columbia | MD | 02/2015 | 09/2020 |
| Unemployed | Columbia | MD | 08/2020 | 01/2022 |
| Jj's Sports Bar And Grill | San Diego | CA | 02/2022 | 06/2022 |
| Burger Lounge | San Diego | CA | 06/2022 | 08/2023 |
| Farther Finance Advisors | San Diego | CA | 04/2024 | Present |
| Blacktop Restaurant Group | San Diego | CA | 08/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-18 |
| S66 | Uniform Combined State Law Examination | 2015-06-19 |
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