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Farther CRD 302050
$16.0B regulatory AUM 450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-05-14 |
| NM | RA | APPROVED | 2022-05-17 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
Pocatello, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zions Capital Advisors, Inc. | Salt Lake City | UT | 03/2015 | 11/2020 |
| Century Bank | Santa Fe | NM | 11/2020 | 03/2022 |
| Farther Finance Advisors | Pocatello | ID | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-12 |
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