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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-12-04 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
3330 University Avenue Suite 120, Madison, WI 53705 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Signalpoint Asset Management, Llc | Springfield | MO | 09/2013 | Present |
| Farther Finance Advisors | Madison | WI | 11/2024 | Present |
1. WALNUT AND SOUTH LLC, INVESTMENT RELATED, 20% OWNERSHIP OF A BUILDING. 2. CodaWorx, LLC- strategic advisor and board member to CodaWorx, a non-investment related business that focuses on tools for soliciting and managing applications for commissioned art projects. It is located at 122 W. Washington Ave., Suite 100, Madison, WI 53703. I will be appointed to this roll April 1, 2018. In performing these duties, I devote approximately 8 hours per month to that role and only minimally during trading hours, though in the future I may (but do not currently) seek to assist the company in securing financing or capital and such efforts might require additional attention 3. Jay Handy ink, LLC, non-investment related. Owner. Selling personally created artwork. Approximately 10 hours per month during and outside of business hours. Started 3/18/2021.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-09 |
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