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Brown Investors Wealth Management CRD 313663
$1.63M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Social Security Administration | Atlanta | GA | 08/2008 | 03/2021 |
| Brown Investors Wealth Management | Atlanta | GA | 03/2021 | Present |
| Arc Unified | Atlanta | GA | 12/2018 | 09/2020 |
I am a licensed insurance agent since 2024. I current spend less than 5hrs per month in this activity. The business address is 3615 Lake Estates Way, Atlanta, GA 30349. I spend no time in this business during security trading hours and this business is not investment related. I am an independent provider of insurance services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-18 |
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