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D.s. Brown Wealth Advisors, LLC CRD 307362
$68.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Two Ballpark Center, 800 Battery Avenue Se, Suite 300, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-23 |
| GA | RA | APPROVED | 2020-02-10 |
Branch Locations
Two Ballpark Center, 800 Battery Ave, Se Suite 100, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 08/2008 | 05/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 05/2017 |
| Signature Wealth Management Group Llc | Atlanta | GA | 05/2017 | 08/2020 |
| D.S. Brown Wealth Advisors, Llc | Atlanta | GA | 01/2020 | Present |
Position/Title: Independent Insurance Agent | Non-investment related | Address: Two Ballpark Center 800 Battery Avenue SE, 100 Atlanta, Georgia 30339 | Start date: 2007 | up to 12 hours per week selling insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-21 |
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