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RIA / WealthAdvisor11 years in industry

Paul Reynold Brown

Advisor at CLEARSTONE WEALTH MANAGEMENT, LLC

MURFREESBORO, TN | WHITEFISH, MT

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Search this name across graphsid dfx:ria:03ff3b1f-2ead-c91a-c1ae-cc2035532603

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 30, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEARSTONE WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 2, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65
First exam: Sep 2, 2015
First registration: Nov 30, 2015
Dual registered: no
IAPD individual key: 6569754

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLEARSTONE WEALTH MANAGEMENT, LLC	State registered	Feb 13, 2025	n/a	yes	WHITEFISH, MT\|MURFREESBORO, TN	Current employment
IPI WEALTH MANAGEMENT, INC.	Bd affiliated wealth	May 3, 2016	Jan 2, 2025	no	LIBERTY LAKE, WA\|DECATUR, IL\|Murfreesboro, TN	Previous registration
CLEARSTONE WEALTH MANAGEMENT	n/a	Feb 25, 2016	Mar 8, 2017	no	LIBERTY LAKE, WA	Previous registration
EAGLE PEAK CAPITAL, INC.	Former SEC adviser	Jan 19, 2016	May 7, 2016	no	SPOKANE, WA	Previous registration
EAGLE PEAK CAPITAL, INC.	Former SEC adviser	Nov 30, 2015	Dec 31, 2015	no	SPOKANE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IPI WEALTH MANAGEMENT, INC.	CLEARSTONE WEALTH MANAGEMENT, LLC	Jan 2, 2025	Feb 13, 2025	42	Firm change	Ibd to state RIA
CLEARSTONE WEALTH MANAGEMENT	IPI WEALTH MANAGEMENT, INC.	Mar 8, 2017	May 3, 2016	-309	Firm change after gap	Other
EAGLE PEAK CAPITAL, INC.	CLEARSTONE WEALTH MANAGEMENT	May 7, 2016	Feb 25, 2016	-72	Firm change after gap	Other

Relationships

Registered with (4)

→ CLEARSTONE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 13, 2025 to presentfactForm ADV
→ IPI WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
May 3, 2016 to Jan 2, 2025factForm ADV
→ CLEARSTONE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 25, 2016 to Mar 8, 2017factForm ADV
→ EAGLE PEAK CAPITAL, INC.Registered adviserregistration: previous registration
Jan 19, 2016 to May 7, 2016factForm ADV

Dated events

Occurred
Jan 2, 2025
Advisor changed firm
Paul Reynold Brown left Ipi Wealth Management, Inc. for Clearstone Wealth Management, Llc (registered 2025-02-13)
Form ADVobserved 6 days ago