Taylor B. Hodges

FARTHER

Vero Beach, FL 32963

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CRD#: 5911064

Professional summary

Taylor Boone Hodges, who also goes by Taylor Hodges, is a registered financial advisor currently at FARTHER located in Vero Beach, Florida.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Taylor has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Taylor Hodges

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 Taylor Boone Hodges'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

January 12, 2026 - Present

FARTHER

Office #1: 660 Beachland Boulevard Suite 206, Vero Beach, FL 32963

RIA

CRD#: 302050

Vero Beach, FL

Past

May 2, 2022 - December 15, 2025

CORNERSTONE PLANNING GROUP

RIA

CRD#: 307189

Talahassee, FL

Past

March 1, 2016 - April 29, 2022

LATITUDE ADVISORS, LLC

RIA

CRD#: 151001

Tallahassee, FL

Past

February 16, 2016 - May 2, 2022

GWN SECURITIES INC.

CRD#: 128929

TALLAHASSEE, FL

Past

May 11, 2015 - February 23, 2016

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

TALLAHASSEE, FL

Past

January 1, 2013 - February 23, 2016

PARK AVENUE SECURITIES LLC

CRD#: 46173

TALLAHASSEE, FL

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

Florida
(1/12/2026)

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

Series 63

Date: 2/15/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/21/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/27/2012

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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Advisor Monitoring

Firm Stability Insights

Taylor B. Hodges

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Boone Hodges's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE PLANNING GROUP

LATITUDE ADVISORS, LLC

GWN SECURITIES INC.

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 63

Date: 2/15/2016

Series 65

Date: 4/21/2015

SIE

Date: 10/1/2018

Series 6

Date: 12/27/2012

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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