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RIA / WealthAdvisorCertified Financial Planner21 years in industry

JAMES CHRISTOPHER BROWN

Advisor at MERITIS WEALTH MANAGEMENT, INC.

POTOMAC, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8bbcdf30-6489-690c-e138-d973a096b792

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

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 25, 2005 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: MERITIS WEALTH MANAGEMENT, INC.
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: Mar 28, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 28, 2005
First registration: Apr 25, 2005
Dual registered: no
Other names: J. CHRISTOPHER BROWN
IAPD individual key: 4895673

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
MERITIS WEALTH MANAGEMENT, INC.	Independent wealth	Jun 27, 2025	n/a	yes	POTOMAC, MD	Current employment
WELLS FARGO ADVISORS	Wirehouse	May 15, 2015	Jul 10, 2025	no	BETHESDA, MD\|POTOMAC, MD	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	May 15, 2015	no	WASHINGTON, DC	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Apr 25, 2005	Jan 1, 2008	no	WASHINGTON, DC\|WASHINGTON, DC\|ST. LOUIS, MO	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
WELLS FARGO ADVISORS	MERITIS WEALTH MANAGEMENT, INC.	Jul 10, 2025	Jun 27, 2025	-13	Firm change	Wirehouse to new firm
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	May 15, 2015	May 15, 2015	0	Channel change	Wirehouse to wirehouse
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
11025:336539:MD:2025-07-10	Jul 10, 2025	Jun 27, 2025	POTOMAC, MD	Firm change

Relationships

Registered with (4)

→ MERITIS WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Jun 27, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 15, 2015 to Jul 10, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to May 15, 2015factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Apr 25, 2005 to Jan 1, 2008factForm ADV

Dated events

Occurred
Jul 10, 2025
Advisor changed firm
James Christopher Brown left Wells Fargo Advisors for Meritis Wealth Management, Inc. (registered 2025-06-27)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8bbcdf30-6489-690c-e138-d973a096b792
First observed: Apr 25, 2005
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JAMES CHRISTOPHER BROWN

Advisor at MERITIS WEALTH MANAGEMENT, INC.

POTOMAC, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8bbcdf30-6489-690c-e138-d973a096b792

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

Firm

Class

Began

Ended

Current

Branch

Basis

MERITIS WEALTH MANAGEMENT, INC.

Independent wealth

Jun 27, 2025

n/a

yes

POTOMAC, MD

Current employment

WELLS FARGO ADVISORS

Wirehouse

May 15, 2015

Jul 10, 2025

BETHESDA, MD|POTOMAC, MD

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jan 1, 2008

May 15, 2015

WASHINGTON, DC

Previous registration

A. G. EDWARDS & SONS, INC.

n/a

Apr 25, 2005

Jan 1, 2008

WASHINGTON, DC|WASHINGTON, DC|ST. LOUIS, MO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

MERITIS WEALTH MANAGEMENT, INC.

Jul 10, 2025

Jun 27, 2025

-13

Firm change

Wirehouse to new firm

WELLS FARGO ADVISORS

May 15, 2015

Channel change

Wirehouse to wirehouse

A. G. EDWARDS & SONS, INC.

WELLS FARGO ADVISORS

Jan 1, 2008

Bulk transfer

Other

Team

Left

Joined

From

Kind

11025:336539:MD:2025-07-10

Jul 10, 2025

Jun 27, 2025

POTOMAC, MD

Firm change