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Inactive

Adam Mitchell Headley

Farther

Lebanon, OH

San Francisco, CA

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Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-24
OH RA APPROVED 2025-10-23
  • TX RA
    APPROVED_RES
    Since 2025-10-24
  • OH RA
    APPROVED
    Since 2025-10-23

Branch Locations

Lebanon, OH • United States

345 California Street Suite 600, San Francisco, CA 94104 • 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
Mckinley Carter Wealth Services Dayton OH 01/2021 07/2023
Miami University Oxford OH 09/2015 05/2020
Ohio High School Athletic Association Cincinnati OH 01/2017 09/2019
Primerica West Chester OH 06/2018 09/2019
Mckinley Carter Wealth Services Dayton OH 08/2023 11/2025
Farther Lebanon OH 10/2025 Present
Unemployed Lebanon OH 06/2020 12/2020
  • 01/2021 → 07/2023
    Mckinley Carter Wealth Services
    Dayton, OH
  • 09/2015 → 05/2020
    Miami University
    Oxford, OH
  • 01/2017 → 09/2019
    Ohio High School Athletic Association
    Cincinnati, OH
  • 06/2018 → 09/2019
    Primerica
    West Chester, OH
  • 08/2023 → 11/2025
    Mckinley Carter Wealth Services
    Dayton, OH
  • 10/2025 → Present
    Farther
    Lebanon, OH
  • 06/2020 → 12/2020
    Unemployed
    Lebanon, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-16
  • S65 Uniform Investment Adviser Law Examination
    2023-06-16

View on SEC IAPD

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