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Sarah Rose Villalobos

Farther

San Francisco, CA

Miami, FL

CRD 7582952

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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
FL RA APPROVED 2026-05-28
  • FL RA
    APPROVED
    Since 2026-05-28

Branch Locations

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

Miami, FL • 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
Anthony's Coal Fired Pizza Miramar FL 06/2018 06/2019
Splee, Llc Gainesville FL 01/2020 06/2021
Truist Securities Atlanta GA 06/2021 08/2021
Splee, Llc Gainesville FL 08/2021 05/2022
Anthony's Coal Fired Pizza Miramar FL 05/2022 06/2022
Goldman Sachs Miami FL 06/2022 08/2022
University Of Florida Gainesville FL 08/2019 12/2022
Somerset Academy Charter School Pembroke Pines FL 08/2012 05/2019
Goldman Sachs Miami FL 01/2023 08/2025
Farther Miami FL 09/2025 Present
  • 06/2018 → 06/2019
    Anthony's Coal Fired Pizza
    Miramar, FL
  • 01/2020 → 06/2021
    Splee, Llc
    Gainesville, FL
  • 06/2021 → 08/2021
    Truist Securities
    Atlanta, GA
  • 08/2021 → 05/2022
    Splee, Llc
    Gainesville, FL
  • 05/2022 → 06/2022
    Anthony's Coal Fired Pizza
    Miramar, FL
  • 06/2022 → 08/2022
    Goldman Sachs
    Miami, FL
  • 08/2019 → 12/2022
    University Of Florida
    Gainesville, FL
  • 08/2012 → 05/2019
    Somerset Academy Charter School
    Pembroke Pines, FL
  • 01/2023 → 08/2025
    Goldman Sachs
    Miami, FL
  • 09/2025 → Present
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-07
S63 Uniform Securities Agent State Law Examination 2023-03-24
  • S65 Uniform Investment Adviser Law Examination
    2026-05-07
  • S63 Uniform Securities Agent State Law Examination
    2023-03-24

View on SEC IAPD

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