DFX Intelligence

Data Factory

RIA / WealthAdvisor21 years in industry

JEFFREY DALE BROWN

Advisor at UNITED ADVISOR GROUP

MESA, AZ | CINCINNATI, OH

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:944f44fb-e74b-ea46-95af-b8963d30c408

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 19, 2005 to Sep 15, 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: UNITED ADVISOR GROUP
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: Jan 18, 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: 6
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Jan 18, 2005
First registration: Jan 19, 2005
Dual registered: no
Other names: JEFFREY D. BROWN|JEFFREY BROWN|JEFF BROWN
IAPD individual key: 4864646

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
UNITED ADVISOR GROUP	Independent wealth	Oct 23, 2024	n/a	yes	CINCINNATI, OH\|MESA, AZ	Current employment
SCF INVESTMENT ADVISORS, INC.	Former SEC adviser	Sep 9, 2019	Nov 1, 2024	no	MESA, AZ\|SAN DIEGO, CA\|MESA, AZ	Previous registration
GLOBAL VIEW CAPITAL MANAGEMENT LLC	Independent wealth	Jan 5, 2018	Oct 1, 2019	no	MESA, AZ\|WAUKESHA, WI	Previous registration
INFINITY WEALTH MANAGEMENT	n/a	Nov 1, 2016	Nov 29, 2017	no	MESA, AZ	Previous registration
WILLIAMS ADVISORY GROUP	n/a	Nov 25, 2015	Dec 31, 2016	no	CHANDLER, AZ	Previous registration
TRIUMPH WEALTH ADVISORS, INC.	Former SEC adviser	Feb 26, 2013	Nov 2, 2015	no	ACWORTH, GA\|MESA, AZ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 19, 2005	Mar 21, 2005	no	MESA, AZ	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
SCF INVESTMENT ADVISORS, INC.	UNITED ADVISOR GROUP	Nov 1, 2024	Oct 23, 2024	-9	Firm change	Ibd to RIA
GLOBAL VIEW CAPITAL MANAGEMENT LLC	SCF INVESTMENT ADVISORS, INC.	Oct 1, 2019	Sep 9, 2019	-22	Firm change	RIA to ibd
INFINITY WEALTH MANAGEMENT	GLOBAL VIEW CAPITAL MANAGEMENT LLC	Nov 29, 2017	Jan 5, 2018	37	Firm change	Other
WILLIAMS ADVISORY GROUP	INFINITY WEALTH MANAGEMENT	Dec 31, 2016	Nov 1, 2016	-60	Firm change after gap	Other
TRIUMPH WEALTH ADVISORS, INC.	WILLIAMS ADVISORY GROUP	Nov 2, 2015	Nov 25, 2015	23	Firm change	Other
LPL FINANCIAL LLC	TRIUMPH WEALTH ADVISORS, INC.	Mar 21, 2005	Feb 26, 2013	2,899	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
123608:324205:AZ:2024-10-22	Nov 1, 2024	Oct 23, 2024	MESA, AZ	Firm change
158292:123608:WI:2019-10-01	Oct 1, 2019	Sep 9, 2019	WAUKESHA, WI	Firm change

Relationships

Registered with (7)

→ UNITED ADVISOR GROUPRegistered adviserregistration: current employment
Oct 23, 2024 to presentfactForm ADV
→ SCF INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Sep 9, 2019 to Nov 1, 2024factForm ADV
→ GLOBAL VIEW CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 5, 2018 to Oct 1, 2019factForm ADV
→ INFINITY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 1, 2016 to Nov 29, 2017factForm ADV
→ WILLIAMS ADVISORY GROUPRegistered adviserregistration: previous registration
Nov 25, 2015 to Dec 31, 2016factForm ADV
→ TRIUMPH WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 26, 2013 to Nov 2, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 19, 2005 to Mar 21, 2005factForm ADV

Dated events

Occurred
Nov 1, 2024
Advisor changed firm
Jeffrey Dale Brown left Scf Investment Advisors, Inc. for United Advisor Group (registered 2024-10-23)
Form ADVobserved 5 days ago