Berton Robert Brown

Current Employers

Employment History

• 08/2012 → 06/2017
  Primoris Capital Management, Llc
  Huntington, NY
• 10/2012 → 10/2020
  Primoris Wealth Advisors
  North Palm Beach, FL
• 10/2020 → 03/2024
  Gladstone Wealth Partners
  Juno Beach, FL
• 03/2024 → Present
  Creativeone Wealth
  Overland Park, KS
• 09/2020 → Present
  Health Meets Wealth
  Juno Beach, FL

Previous Registrations

• 2020-10-27 → 2024-03-25
  Gladstone Wealth Partners
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Juno Beach, FL
• 2012-10-08 → 2020-10-30
  Primoris Wealth Advisors, Llc
  Palm Beach Gardens, FL
  North Palm Beach, FL
• 2008-02-21 → 2012-12-31
  Merrimac Corporate Securities, Inc.
  Altamonte Springs, FL
  Altamonte Springs, FL
• 2008-01-30 → 2012-12-31
  Florida Investment Advisory Services
  Palm Beach Gardens, FL

Other Businesses

09/2020 - Health Meets Wealth Insurance - INV REL - At Reported Business Location(s); Health Insurance, Life Insurance, and Medicare - Sell insurance-related products to clients and refer business to advisory firm. 5/2022 - Osteostrong, LLC. - Wellness Franchise - Franchise Owner - NON - INV REL - At Reported Business Location - 8 hours a month a month during securities trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-16