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Anthony Michael Thomas

Farther

San Francisco, CA

CRD 6414182

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-29
  • CA RA
    APPROVED
    Since 2024-05-29

Branch Locations

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
OrganizationCityStateFromTo
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
  • 02/2015 → 06/2020
    Axa Advisors Llc
    Columbia, MD
  • 02/2015 → 09/2020
    Columbia, MD
  • 08/2020 → 01/2022
    Unemployed
    Columbia, MD
  • 02/2022 → 06/2022
    Jj's Sports Bar And Grill
    San Diego, CA
  • 06/2022 → 08/2023
    Burger Lounge
    San Diego, CA
  • 04/2024 → Present
    Farther Finance Advisors
    San Diego, CA
  • 08/2023 → 04/2024
    Blacktop Restaurant Group
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-18
S66 Uniform Combined State Law Examination 2015-06-19
  • S65 Uniform Investment Adviser Law Examination
    2024-05-18
  • S66 Uniform Combined State Law Examination
    2015-06-19

View on SEC IAPD

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