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Advisor at BROWN FINANCIAL ADVISORY
FAIRHOPE, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BROWN FINANCIAL ADVISORY | Independent wealth | Oct 31, 2022 | n/a | yes | FAIRHOPE, AL | Current employment |
| ARVEST WEALTH MANAGEMENT | Independent wealth | Nov 22, 2021 | Mar 18, 2022 | no | FT SMITH, AR | Previous registration |
| WELCH HORNSBY, INC. | Former SEC adviser | Aug 2, 2018 | Feb 25, 2020 | no | Birmingham, AL|MONTGOMERY, AL | Previous registration |
| KINSIGHT, LLC | Former SEC adviser | Jan 20, 2011 | Aug 28, 2012 | no | BIRMINGHAM, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARVEST WEALTH MANAGEMENT | BROWN FINANCIAL ADVISORY | Mar 18, 2022 | Oct 31, 2022 | 227 | Firm change | RIA to RIA |
| WELCH HORNSBY, INC. | ARVEST WEALTH MANAGEMENT | Feb 25, 2020 | Nov 22, 2021 | 636 | Firm change after gap | RIA to RIA |
| KINSIGHT, LLC | WELCH HORNSBY, INC. | Aug 28, 2012 | Aug 2, 2018 | 2,165 | Firm change after gap | Other |