Best Investors Account Sign in
Inactive

Charles Cleveland Thomas

Farther

Plantation, FL

San Francisco, CA

CRD 7456319

Claim This Profile
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
FL RA APPROVED 2026-06-30
  • FL RA
    APPROVED
    Since 2026-06-30

Branch Locations

8201 Peters Road Suite 1000, Plantation, FL 33324 • 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
OrganizationCityStateFromTo
Northstar Financial Planners Plantation FL 08/2021 06/2026
Full Time Student Vilonia AR 10/2011 09/2021
Bodcaw Bank Stamps AR 06/2019 08/2019
Mustard Seed Wealth Management Magnolia AR 06/2020 08/2020
Farther Plantation FL 06/2026 Present
  • 08/2021 → 06/2026
    Northstar Financial Planners
    Plantation, FL
  • 10/2011 → 09/2021
    Full Time Student
    Vilonia, AR
  • 06/2019 → 08/2019
    Bodcaw Bank
    Stamps, AR
  • 06/2020 → 08/2020
    Mustard Seed Wealth Management
    Magnolia, AR
  • 06/2026 → Present
    Plantation, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-13
  • S65 Uniform Investment Adviser Law Examination
    2021-10-13
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Plantation, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor