William Taber Brown

Current Employers

Employment History

• 07/2016 → 01/2019
  Questar Capital Corporation
  Minneapolis, MN
• 07/2016 → 01/2019
  Questar Asset Management
  Minneapolis, MN
• 01/2019 → 06/2024
  Securities America, Inc.
  S Myrtle Beach, SC
• 01/2019 → 06/2024
  Securities America Advisors, Inc.
  S Myrtle Beach, SC
• 06/2024 → Present
  Osaic Wealth, Inc.
  Myrtle Beach, SC

Previous Registrations

• 2019-01-25 → 2024-06-14
  Securities America Advisors, Inc.
  S Myrtle Beach, SC
• 2016-07-14 → 2019-01-25
  Questar Asset Management, Inc.
  Myrtle Beach, SC
  Minneapolis, MN
• 2015-07-17 → 2016-06-27
  United Capital Financial Advisors
  Seneca, SC
  Anderson, SC
• 2013-10-30 → 2015-07-21
  Ic Advisory Services, Inc.
  Bedminster, NJ
• 2013-06-12 → 2013-10-29
  Wells Fargo Clearing Services, Llc
  Anderson, SC
  Greenville, SC
• 2011-06-07 → 2013-04-30
  Edward Jones
  Charleston, SC
  Charleston, SC
  St Louis, MO

Other Businesses

1) Name: Securities America Advisors Position: Investment Advisor Nature: Advisory Investment Related: Yes Hours: 135 Securities Trading Hours: 135 Start Date: 01/25/2019 Address: 2411 N Oak St Suite 305 S, Myrtle Beach SC 29577 2) Name: Insurance Position: Insurance Agent Nature: Insurance Investment Related: Yes Hours: 10 Securities Trading Hours: 7 Start Date: 01/25/2019 Address: 2411 N Oak St Suite 305 S, Myrtle Beach SC 29577 OSHER LIFELONG LEARNING INSTITUTE POSITION: teacher NATURE: The OBA I am seeking approval on is the same OBA that is currently listed as "inactive". Years ago (before COVID), I served at the local university, teaching adult education classes for retirees. This course is through the OLLI program, which is a national organization, made available here at Coastal Carolina University. The course will be over 4 weeks, with classes 1 day per week. It starts on October 24th. I am not paid to teach; this is volunteer work. Typically, 10-15 students enroll. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/24/2023 ADDRESS: 301 Allied Drive, Conway SC 29526 DESCRIPTION: I plan to teach a course titled, "Your Retirement", which is a 4-week (1 day per week) course. The course will cover many general principles involved in the "decumulation", withdrawal planning, and legacy planning arenas.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-04

Designations