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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2023-04-14 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
San Mateo, CA • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everykey Inc. | Cleveland | OH | 02/2015 | 05/2017 |
| First Citizens Bank | Cleveland | OH | 05/2017 | 05/2017 |
| Morgan Stanley | Cleveland | OH | 06/2017 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland | OH | 11/2017 | 03/2021 |
| Bank Of America, N.A. | Cleveland | OH | 11/2017 | 03/2021 |
| Unemployed | Cleveland Heights | OH | 09/2017 | 10/2017 |
| J.P. Morgan Securities, Llc | Cleveland | OH | 03/2021 | 03/2022 |
| J.P. Morgan Bank, N.A. | Cleveland | OH | 03/2021 | 03/2022 |
| Farther Finance Advisors, Llc | Cleveland | OH | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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