FARTHER of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 302050). Regulatory assets under management: $16.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| Joseph Taylor Matthews | CO-FOUNDER, CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | San Francisco, CA |
| Bradley Philip Genser | CHIEF TECHNOLOGY OFFICER; CO-FOUNDER | — |
| Christopher Cother Powers | CHIEF COMPLIANCE OFFICER | — |
| Olivia Vaccaro Fournier | HEAD OF CLIENT SERVICES | — |
| Michael Patrick Moxley | HEAD OF SERVICE DELIVERY FUNCTION | — |
| Lindsey Michelle Hill | CX TEAM LEAD | — |
| Jacolby Deangelo Crow | CX TEAM LEAD | — |
| Alex Seth Paul | DIRECTOR, ADVISOR INVESTMENT STRATEGY | — |
| David Kilin | CFO | — |
| James Ryan Carmody | SENIOR DIRECT, ADVISOR SUCCESS | — |
| Michael Landon Stratton | CLIENT OPERATIONS LEAD | — |
| POWERS CHRISTOPHER COTHER | CHIEF COMPLIANCE OFFICER | — |
| MATTHEWS JOSEPH TAYLOR | CCO; CHIEF EXECUTIVE OFFICER; GENERAL PARTNER CCO (+2 more) | — |
| GENSER BRADLEY PHILIP | CHIEF TECHNOLOGY OFFICER; FOUNDER | — |
| Regina Nmn Gonzales | SENIOR MANAGER, CLIENT EXPERIENCE | — |
| Thor Christopher Gould | MANAGING DIRECTOR, RIA | — |
| Bryan C Dalessandro | MANAGING DIRECTOR, RIA | — |
| Jeffery Kernodle | MANAGING DIRECTOR, RIA | — |
| Timothy Allen Bohnett | MANAGING DIRECTOR, RIA | — |
| Cara J Williams | VP, ADVISOR & CLIENT EXPERIENCE | — |
| Lindsey Addison Harmon | DIRECTOR, ADVISOR EXPERIENCE | — |
| Daniel Leonardo Cuevas | SENIOR MANAGER, CLIENT TRANSITIONS | — |
| Stephanie Nicole Kobty | CLIENT TRANSITIONS | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2023-12-12 | regulatory | WITHOUT ADMITTING OR DENYING THE FINDINGS, TING CONSENTED TO THE SANCTION AND TO THE ENTRY OF FINDINGS THAT HE EXERCISED DISCRETIONARY AUTHORITY TO EFFECT TRADES IN CUSTOMER ACCOUNTS WITHOUT OBTAINING WRITTEN AUTHORIZATION FROM THE CUSTOMERS TO EXERCISE DISCRETION AND WITHOUT HIS MEMBER FIRM HAVING… | Final | $10K |
| 2014-02-12 | regulatory | TRANSACTING BUSINESS AS AN INVESTMENT ADVISER REPRESENTATIVE. | Final | $2K |
| — | regulatory | — | — | — |