Nathan William Dean Brown

Current Employers

Employment History

• 08/2016 → 06/2017
  Pacific Capital Resource Group
  Lake Oswego, OR
• 04/2021 → 07/2024
  My Personal Cfo
  Vancouver, WA
• 06/2017 → 04/2021
  Kimsa Total Wealth
  Tigard, OR
• 07/2024 → Present
  Farther Finance Advisors
  Beaverton, OR

Previous Registrations

• 2021-04-20 → 2024-07-12
  My Personal Cfo, Llc
  Vancouver, WA
• 2020-12-14 → 2021-04-09
  Kimsa Asset Management Llc
  Vancouver, WA
• 2017-06-07 → 2020-12-09
  Woodbury Financial Services, Inc.
  Portland, OR
• 2016-12-05 → 2017-06-02
  Hornor, Townsend & Kent, Llc
  Lake Oswego, OR

Other Businesses

1. Name of other business: End Gov't Tips; Is business Investment related: No; Address of other business: Beaverton, OR 97007; Your position: Founder; Responsibilities Duties: Content creation, marketing, servicing of clients; Start date of relationship: 04-30-2023; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 5; Briefly describe duties: A separate entity from MyPersonal CFO that primarily creates and publishes financial, tax and advisory education and information to consumers; 2. Name of other business: Synergy India Ventures; Is business Investment related: No; Address of other business: 511 SW 10th Ave, Suite 1108, Portland, OR 97205; Your position: CFO; Responsibilities Duties: Financial Forecasts, Financial Advice; Start date of relationship: 08/2023; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 5; Briefly describe duties: Business Consultant; 3. Name of other business: Nathan Brown & Associates, LLC Is business Investment related: Yes; Address of other business: 155 B Ave, Suite 100, Lake Oswego, OR 97034; Your position: Founder; Responsibilities Duties: Business & Tax Consulting; Start date of relationship: 10/2025; Approx. # of hours /month devote to other business: 40; Number of hours devoted to other business during securities trading hours: 5; Briefly describe duties: Business and investment consulting;

Exams

• S66 Uniform Combined State Law Examination
  2016-09-16

Designations

Other Names

• Nathan Brown