William Walker Brown

Current Employers

Employment History

• 09/2007 → 08/2017
  Walker Brown & Brown
  Hernando, MS
• 09/2013 → 05/2017
  Westminster Choir College Of Rider University
  Princeton, NJ
• 05/2017 → 06/2017
  Spoleto Festival Usa
  Charleston, SC
• 09/2017 → 11/2024
  Ubs Financial Services
  Memphis, TN
• 12/2024 → Present
  Kestra Private Wealth Services, Llc
  Austin, TX
• 12/2024 → Present
  Kestra Investment Services, Llc
  Austin, TX

Previous Registrations

• 2017-11-22 → 2024-12-06
  Ubs Financial Services Inc.
  Memphis, TN
  Hernando, MS

Other Businesses

Names: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/16/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: MUSICIAN/PERFORMER POSITION: owner NATURE: paid singer INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/12/2024 ADDRESS: 1587 Cedar Grove Drive, Hernando MS 38632, United States DESCRIPTION: church music, solo performer, choral singer, Name: HL VENTURES LLC POSITION: passive member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2017 ADDRESS: PO Box 276, Hernando MS 38632, United States DESCRIPTION: I start discovery for potential properties, research markets, and help locate potential deals. Name: BRIGHT RIVER PRIVATE WEALTH POSITION: Owner, Member NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/16/2024 ADDRESS: 6410 Poplar Ave Suite 140, Memphis TN 38119, United States DESCRIPTION: Advising financial planning solutions and helping connect clients to the best solutions for their specific wealth needs. Name: COMMUNITY FOUNDATION OF NORTHWEST MISSISSIPPI POSITION: Board of Directors NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2024 ADDRESS: 315 Losher St #100, Hernando MS 38632, United States DESCRIPTION: Raise awareness for the organization, make introductions to the organization. Name: KUDZU PLAYHOUSE POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2024 ADDRESS: PO Box 47, Hernando MS 38632, United States DESCRIPTION: General oversight of board and activities. Name: HERNANDO ROTARY CLUB POSITION: Assistant District Governor and board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 02/10/2021 ADDRESS: P. O. Box 237, Hernando MS 38632, United States DESCRIPTION: Assistant District Governor and Interact Chair- I help coordinate student/teacher of the month, help involvement with HMS/HHS, and other ways we can serve community. Names: HL VENTURES LLC POSITION: passive member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2017 ADDRESS: PO Box 276, Hernando MS 38632, United States DESCRIPTION: I start discovery for potential properties, research markets, and help locate potential deals. Name: DESOTO COUNTY DIG PAC POSITION: Member NATURE: Civic/political support INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2025 ADDRESS: 6814 Crumpler Blvd, Olive Branch MS 38654, United States DESCRIPTION: Would pay $1,000 annual dues. Attending Member. Limited involvement. Name: WWB BRPW LLC POSITION: Owner NATURE: LLC for ownership of BRPW INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2025 ADDRESS: 1587 Cedar Grove Drive, Hernando MS 38632, United States DESCRIPTION: Owner Name: RJWB LLC POSITION: Owner/Manager NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2025 ADDRESS: 1587 Cedar Grove Drive, Hernando MS 38632, United States DESCRIPTION: Overseeing management of these two properties. Will be mostly passive once purchased.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-21

Other Names

• Will Brown