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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2022-04-18 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Retirement Group, Llc | San Diego | CA | 09/2016 | 11/2019 |
| Fsc Securities Corp. | San Diego | CA | 09/2018 | 11/2019 |
| Citi | Lafayette | CA | 12/2019 | 04/2022 |
| Farther Finance Advisors, Llc | San Francisco | CA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-10 |
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