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RIA / WealthAdvisor28 years in industry

MICHAEL TODD BROWN

Advisor at OLDE TOWNE FINANCIAL MANAGEMENT CO.

GREENSBORO, NC

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Search this name across graphsid dfx:ria:4347a636-8bab-b591-8156-b752acb4ffb3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 31, 2001 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: OLDE TOWNE FINANCIAL MANAGEMENT CO.
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: Dec 22, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Dec 22, 1997
First registration: Dec 31, 2001
Dual registered: no
Other names: MIKE BROWN|MICHAEL TODD BROWN|+MICHAEL TODD BROWN
IAPD individual key: 2965633

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
OLDE TOWNE FINANCIAL MANAGEMENT CO.	State registered	Jun 28, 2017	n/a	yes	GREENSBORO, NC	Current employment
INVEST FINANCIAL CORPORATION	Former SEC adviser	Jan 26, 2009	Jun 27, 2017	no	ASHEVILLE, NC\|GREENSBORO, NC	Previous registration
SYNERGY INVESTMENT GROUP, LLC	Former SEC adviser	Apr 11, 2006	Mar 12, 2009	no	GREENSBORO, NC\|JAMESTOWN, NC\|CHARLOTTE, NC\|GREENSBORO, NC	Previous registration
INTERCAROLINA FINANCIAL SERVICES, INC.	Independent wealth	Jan 9, 2004	Apr 11, 2006	no	GREENSBORO, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Jan 29, 2004	no	GREENSBORO, NC	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Dec 31, 2001	Jul 1, 2003	no	GREENSBORO, NC	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
INVEST FINANCIAL CORPORATION	OLDE TOWNE FINANCIAL MANAGEMENT CO.	Jun 27, 2017	Jun 28, 2017	1	Firm change	Other
SYNERGY INVESTMENT GROUP, LLC	INVEST FINANCIAL CORPORATION	Mar 12, 2009	Jan 26, 2009	-45	Firm change after gap	Other
INTERCAROLINA FINANCIAL SERVICES, INC.	SYNERGY INVESTMENT GROUP, LLC	Apr 11, 2006	Apr 11, 2006	0	Firm change	Other
WELLS FARGO ADVISORS	INTERCAROLINA FINANCIAL SERVICES, INC.	Jan 29, 2004	Jan 9, 2004	-20	Firm change	Wirehouse to RIA
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Relationships

Registered with (6)

→ OLDE TOWNE FINANCIAL MANAGEMENT CO.Registered adviserregistration: current employment
Jun 28, 2017 to presentfactForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Jan 26, 2009 to Jun 27, 2017factForm ADV
→ SYNERGY INVESTMENT GROUP, LLCRegistered adviserregistration: previous registration
Apr 11, 2006 to Mar 12, 2009factForm ADV
→ INTERCAROLINA FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 9, 2004 to Apr 11, 2006factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Jan 29, 2004factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Dec 31, 2001 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.