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JB

Joseph T. Byerly

FARTHER
Mount Solon, VA
Some features on this profile are disabled
CRD#: 4187946
JB

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.
The advisor shows no other business activity.

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

BD
CRD#: 8032
Mount Solon, VA
Past

September 8, 2022 - March 15, 2024

CETERA ADVISORS LLC

BD
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.

BD
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.

BD
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.

BD
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".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/29/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/22/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/3/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/21/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts24,245
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.

Company Information

FARTHER

CRD#: 302050Mount Solon, VA

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