Lloyd Shigeto Yamada

Current Employers

Farther

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-26
UT	RA	APPROVED	2026-01-23

TX RA
APPROVED_RES

Since 2026-01-26
UT RA
APPROVED

Since 2026-01-23

Branch Locations

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

Park City, UT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation Yes
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Aspire Planning Associates, Inc.	Cupertino	CA	01/2016	Present
Farther	Park City	UT	01/2026	Present

01/2016 → Present

Aspire Planning Associates, Inc.

Cupertino, CA
01/2026 → Present

Farther

Park City, UT

Previous Registrations

2016-02-09 → 2026-03-23

Aspire Planning Associates, Inc.

Walnut Creek, CA
2008-11-17 → 2016-05-14

Lsy Financial Group

Cupertino, CA

Cupertino, CA
2003-02-19 → 2008-10-24

King Wealth Planning, Inc.

Campbell, CA
2003-11-28 → 2008-08-14

Lpl Financial Llc

Campbell, CA

Campbell, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-11-25

S66 Uniform Combined State Law Examination

2003-11-25

Designations

View on SEC IAPD

Current Employers

Farther

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews