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Paul Reynold Brown

Clearstone Wealth Management, LLC

Murfreesboro, TN

Whitefish, MT

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Current Employers
Clearstone Wealth Management, Llc

132 Wild Rose Lane, Whitefish, MT 59937 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-05-01
MT RA APPROVED 2025-03-19
TN RA APPROVED 2025-02-13
  • WA RA
    APPROVED
    Since 2025-05-01
  • MT RA
    APPROVED
    Since 2025-03-19
  • TN RA
    APPROVED
    Since 2025-02-13

Branch Locations

Murfreesboro, TN • United States

132 Wild Rose Lane, Whitefish, MT 59937 • 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
OrganizationCityStateFromTo
Eagle Peak Capital, Inc. Spokane WA 10/2015 02/2018
Clearstone Wealth Management, Llc Lake Liberty WA 01/2016 03/2017
Clearstone Wealth Management, Llc Whitefish MT 02/2025 Present
Ipi Wealth Management, Inc. Murfreesboro TN 05/2016 01/2025
Previous Registrations
  • 2016-05-03 → 2025-01-02
    Ipi Wealth Management, Inc.
    Liberty Lake, WA
    Decatur, IL
    Murfreesboro, TN
  • 2016-02-25 → 2017-03-08
    Clearstone Wealth Management
    Liberty Lake, WA
  • 2016-01-19 → 2016-05-07
    Eagle Peak Capital, Inc.
    Spokane, WA
  • 2015-11-30 → 2015-12-31
    Eagle Peak Capital, Inc.
    Spokane, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-02
  • S65 Uniform Investment Adviser Law Examination
    2015-09-02

View on SEC IAPD

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