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Farther CRD 302050
$16.0B regulatory AUM 450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-25 |
Branch Locations
Seal Beach, CA • 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 |
|---|---|---|---|---|
| Halbert, Hargrove & Co. | Long Beach | CA | 10/1998 | 05/2017 |
| Goldman Sachs | Los Angeles | CA | 05/2017 | 09/2023 |
| Farther Finance Advisors | Seal Beach | CA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-11 |
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