Ethan Teel Brown

Current Employers

Iqvestment, Llc

Charlotte, NC • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-10-08

MA RA
APPROVED

Since 2025-10-08

Branch Locations

Sherborn, MA • United States

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Iqvestment, Llc	Charlotte	NC	05/2019	Present
Copeland Capital Management	Conshohocken	PA	04/2012	04/2019

05/2019 → Present

Iqvestment, Llc

Charlotte, NC
04/2012 → 04/2019

Copeland Capital Management

Conshohocken, PA

Other Businesses

FusionIQ LLC. FinTech firm that provides back and middle office services to Financial companies including RIAs, Broker-Dealers, Banks, etc. This is investment related. 11823 Nester Place, Charlotte, NC, USA, 28273. No official position with Fusion IQ, but may provide support services from time to time. Start date 01/2021. Approximately 4 hours per day, all during securities trading hours. Assisting with client servicing.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-15

S65 Uniform Investment Adviser Law Examination

2025-09-15