DFX Intelligence
Brown & Brown Insurance Services, I
unclassified
unclassified
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocator
- MT. Elliott Cemetery Association Retirement Plan Actuarythrough Sep 30, 2025
Schedule C rows
1 row
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| MT. Elliott Cemetery Association Retirement Plan | 2024 | 11 | enrolled actuary |
What changed
No dated events.