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.

Current firm

FOUNDATION WEALTH MANAGEMENT, 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

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Sep 3, 2022

First registration

Jan 13, 2023

Dual registered

no

Other names

Owen Brown|Owen Micheal Brown

IAPD individual key

7135112

• Occurred

  Dec 21, 2023
  Advisor changed firm

  Owen Michael Brown left Equitable Advisors, Llc for Foundation Wealth Management, Llc (registered 2024-02-06)

  Form ADVobserved 6 days ago
• Occurred

  Mar 23, 2023
  Advisor changed firm

  Owen Michael Brown left Brooklyn Plans Llc for Equitable Advisors, Llc (registered 2023-10-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d4781334-70f9-dff6-df57-add11b7704b1

First observed

Jan 13, 2023

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.