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Jonathan A Doshier

Farther

Trophy Club, TX

San Francisco, CA

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Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-20
  • TX RA
    APPROVED
    Since 2023-10-20

Branch Locations

Trophy Club, TX • 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
Td Ameritrade Fort Worth TX 12/2007 06/2017
United Capital Financial Advisers Newport Beach CA 06/2017 10/2023
Girard Securities San Diego CA 06/2017 11/2017
Cetera Advisor Networks Llc El Segundo CA 11/2017 12/2018
Goldman Sachs Personal Financial Management Irving TX 01/2019 10/2023
Farther Finance Advisors Trophy Club TX 10/2023 Present
  • 12/2007 → 06/2017
    Td Ameritrade
    Fort Worth, TX
  • 06/2017 → 10/2023
    United Capital Financial Advisers
    Newport Beach, CA
  • 06/2017 → 11/2017
    Girard Securities
    San Diego, CA
  • 11/2017 → 12/2018
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 01/2019 → 10/2023
    Goldman Sachs Personal Financial Management
    Irving, TX
  • 10/2023 → Present
    Farther Finance Advisors
    Trophy Club, TX
Previous Registrations
  • 2017-06-08 → 2023-11-03
    United Capital Financial Advisors
    Irving, TX
  • 2008-01-07 → 2017-06-12
    Td Ameritrade, Inc.
    Westlake, TX
    Fort Worth, TX
  • 2008-01-07 → 2017-06-12
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
  • 2007-08-30 → 2007-12-11
    Strategic Advisers Llc
    Westlake, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-08-05
S66 Uniform Combined State Law Examination 2007-08-29
  • S63 Uniform Securities Agent State Law Examination
    2021-08-05
  • S66 Uniform Combined State Law Examination
    2007-08-29
Other Names
  • Jon Arch Doshier
  • Jonathan Arch Doshier
  • Jonathan Doshier

View on SEC IAPD

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