Joseph T. Byerly

FARTHER

Mount Solon, VA

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CRD#: 4187946

Professional summary

Joseph Trent Byerly, who also goes by Trent Byerly, is a registered financial advisor currently at FARTHER located in Mount Solon, Virginia.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joseph has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trent Byerly

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Props Place, LLC; 4186 Scenic Hwy, Mount Solon, VA 22843; entity involved in holding farmland; owner as of 04/2015; actively manages property and leases; 2 hours per month and not during securities trading hours; not investment related. 2. Byerly Farms, LLC; 4186 Scenic Hwy, Mount Solon, VA 22843; entity actively manages farming operation; owner as of 01/2007; actively manages farm entity; 5 hours per month and not during securities trading hours; not investment related. 3. Jessie B, LLC; 4186 Scenic Hwy, Mount Solon, VA 22843; entity involved in holding farmland; owner as of 03/2013; actively manages property and leases; 5 hours per month and not during securities trading hours; not investment related. 4. Fixed Insurance Sales; 4186 Scenic Hwy, Mount Solon, VA 22843; Sales and service of fixed insurance; owner as of 07/2025; 10 hour per month during securities trading hours; not investment related. 5. Mossy Creek Views, LLC; 4186 Scenic Hwy, Mount Solon, VA 22843; entity involved in holding farmland; 50% owner; actively manages real estate; 2 hours per month and 1 during securities trading hours; not investment related. 6. Shack & Shambles, LLC; entity involved in holding farmland; 50% owner; actively manages real estate; 4 hours per month and not during securities trading hours; not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Trent Byerly's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 8, 2025 - Present

FARTHER

RIA

CRD#: 302050

Mount Solon, VA

Past

March 11, 2024 - August 5, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Mount Solon, VA

Past

March 11, 2024 - August 5, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Mount Solon, VA

Past

September 8, 2022 - March 15, 2024

CETERA ADVISORS LLC

CRD#: 10299

MOUNT SOLON, VA

Past

November 12, 2020 - March 15, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MOUNT SOLON, VA

Past

July 2, 2012 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

MOUNT SOLON, VA

Past

February 11, 2011 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

MOUNT SOLON, VA

Past

February 11, 2011 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

MOUNT SOLON, VA

Past

January 25, 2005 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

MIDLOTHIAN, VA

Past

January 24, 2005 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

MIDLOTHIAN, VA

Past

December 2, 2002 - January 25, 2005

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

RICHMOND, VA

Past

August 13, 2002 - December 2, 2002

INVESTMENT ADVISORY GROUP, INC.

RIA

CRD#: 109122

RICHMOND, VA

Past

June 26, 2000 - January 25, 2005

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(8/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/29/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/22/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/3/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/21/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Joseph T. Byerly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Trent Byerly's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

CETERA ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

SECURIAN FINANCIAL SERVICES, INC.

INVESTMENT ADVISORY GROUP, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 7/29/2002

Series 63

Date: 6/22/2000

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/3/2004

Series 6

Date: 6/21/2000

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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