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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-07 |
Branch Locations
99 Derby Street Suite 303, Hingham, MA 02043 • United States
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 |
|---|---|---|---|---|
| Allegiance Financial Services, Inc. | Hingham | MA | 07/1998 | 04/2026 |
| Bay Colony Advisors | Hingham | MA | 05/2025 | 04/2026 |
| Farther | Hingham | MA | 04/2026 | Present |
Independent Insurance Agent; not investment-related; started 10/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-25 |
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