Louis J Brown

Current Employers

Employment History

• 09/2006 → 12/2017
  Triad Advisors, Inc.
  Norcross, GA
• 02/2007 → 08/2019
  Wealth & Pension Services Group, Inc.
  Smyrna, GA
• 01/2014 → Present
  Homrich Berg
  Atlanta, GA
• 11/2019 → Present
  Southbridge Advisors, Llc
  Marieta, GA

Previous Registrations

• 2013-09-17 → 2020-03-26
  Southbridge
  Marrietta, GA
• 2007-11-09 → 2013-02-06
  Southbridge
  Smyrna, GA
• 2005-04-21 → 2006-08-18
  Kestra Investment Services, Llc
  Atlanta, GA
  Atlanta, GA
• 2003-03-25 → 2005-05-04
  Osaic Fa, Inc.
  Atlanta, GA

Other Businesses

1-HOMRICH BERG; INVESTMENT RELATED; 3060 PEACHTREE RD., SUITE 830, ATLANTA 30305; FINANCIAL PLANNING/ FAMILY OFFICE; SOLICITOR; 2010; <1 HRS/MONTH; 0 HRS/DAY; COMPENSATION-SOLICITORS FEE, % OF FEE; CURRENTLY INACTIVE- ARRANGEMENT TO INTRODUCE HB AS A PERSONAL CFO/ FAMILY OFFICE PROVIDER. 2-LIFE INSURANCE ADVISORY & GROUP HEALTH ADVISORY; NON-INVESTMENT RELATED; 4045 ORCHARD ROAD, SUITE 220 SMYRNA 30080; LIFE INSURANCE ADVISORY; ADVISOR; 2001; 5 HRS/MONTH; N/A; COMPENSATION-COMMISSIONS; ASSIST CLIENTS IN THE PROCUREMENT OF LIFE INSURANCE AND GROUP HEALTH. 3-Golf Consulting;not investment related;golf course/facility consulting services;1/15/2016;10-20 hrs/month;0 hrs during trading;assisting developers with golf related projects including feasibility,course architect selection,project management,club management vendor selection,marketing

Exams

• S66 Uniform Combined State Law Examination
  2001-01-19