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1321 Jamestown Road, Suite 201, Williamsburg, VA 23185 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-01-26 |
Branch Locations
751 Thimble Shoals Blvd, Suite C, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Advisory Firm Of Katherine L Brown, Llc | Newport News | VA | 04/2005 | 07/2020 |
| Joss Brown Wealth Advisors, Llc | Williamsburg | VA | 04/2020 | Present |
| Joss Brown Wealth Advisors Group Llc | Williamsburg | VA | 01/2023 | Present |
50% OWNER OF MAISON BRUNE INVESTMENTS, LLC. MANAGES, PURCHASES, AND SELLS REAL ESTATE IN PARTNERSHIP WITH SPOUSE FOR PERSONAL RENTAL PROPERTY. DEVOTES 5-10 HOURS PER MONTH TO THIS BUSINESS. BUSINESS LOCATED AT 110 CAMPSIDE LANE, NEWPORT NEWS, VA 23603. STARTED THIS BUSINESS 01/05.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-27 |
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