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964 State Route 28, Milford, OH 45150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-10-10 |
| OH | RA | APPROVED | 2018-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Financial Advisors, Llc | Milford | OH | 01/2016 | 10/2018 |
| Brown Insurance & Tax Advisors, Llc | Milford | OH | 01/2010 | Present |
| Full-Time Student | Cincinnati | OH | 08/2008 | 12/2017 |
| Brown Financial Advisors, Llc | Milford | OH | 10/2018 | Present |
Brown Insurance & Tax Advisors, LLC.; investment related; Milford, OH, 4515; Insurance and Tax Services; Client Services; 01/2010 - present; 10 hours a month are devoted to the business; zero hours are devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-28 |
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