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RIA / WealthAdvisor28 years in industry

TIMOTHY ROBERT BROWN

Advisor at MONTIS FINANCIAL, LLC

Boise, ID | WALTHAM, MA

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Search this name across graphsid dfx:ria:68403a48-7eec-c3da-cdd4-66c8c3f572fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 23, 2003 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: MONTIS FINANCIAL, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 17, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 17, 1998
First registration: Apr 23, 2003
Dual registered: no
Other names: TIM BROWN
IAPD individual key: 1404594

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
MONTIS FINANCIAL, LLC	Independent wealth	Dec 14, 2023	n/a	yes	WALTHAM, MA\|Boise, ID	Current employment
360 FAMILY OFFICE, LLC	n/a	Jan 17, 2018	Jan 2, 2024	no	BOISE, ID	Previous registration
360 FAMILY OFFICE, LLC	n/a	Sep 7, 2012	Dec 31, 2017	no	BOISE, ID	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Nov 4, 2003	Aug 31, 2012	no	MARINA DEL REY, CA	Previous registration
APD FINANCIAL	n/a	Apr 23, 2003	Jan 28, 2004	no	TORRANCE, CA	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
360 FAMILY OFFICE, LLC	MONTIS FINANCIAL, LLC	Jan 2, 2024	Dec 14, 2023	-19	Firm change	Other
NFP ADVISOR SERVICES, LLC	360 FAMILY OFFICE, LLC	Aug 31, 2012	Sep 7, 2012	7	Firm change	Other
APD FINANCIAL	NFP ADVISOR SERVICES, LLC	Jan 28, 2004	Nov 4, 2003	-85	Firm change after gap	Other

Relationships

Registered with (4)

→ MONTIS FINANCIAL, LLCRegistered adviserregistration: current employment
Dec 14, 2023 to presentfactForm ADV
→ 360 FAMILY OFFICE, LLCRegistered adviserregistration: previous registration
Jan 17, 2018 to Jan 2, 2024factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Nov 4, 2003 to Aug 31, 2012factForm ADV
→ APD FINANCIALRegistered adviserregistration: previous registration
Apr 23, 2003 to Jan 28, 2004factForm ADV

Dated events

Occurred
Jan 2, 2024
Advisor changed firm
Timothy Robert Brown left 360 Family Office, Llc for Montis Financial, Llc (registered 2023-12-14)
Form ADVobserved 3 days ago