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Levi James Brown

Valtrion Capital Management, LLC

Austin, TX

Franklin, TN

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Current Employers
Valtrion Capital Management, Llc

701 Cool Springs Blvd Suite 340, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-04
  • TX RA
    APPROVED
    Since 2023-05-04

Branch Locations

Austin, TX • United States

701 Cool Springs Blvd Suite 340, Franklin, TN 37067 • 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
Surevest Wealth Management Phoenix AZ 02/2019 02/2020
Unemployed Austin TX 03/2013 01/2019
Surevest, Llc Phoenix AZ 01/2020 05/2023
Ci Surevest Private Wealth Austin TX 01/2023 05/2023
Real Talk Capital, Llc Franklin TN 05/2023 Present
  • 02/2019 → 02/2020
    Surevest Wealth Management
    Phoenix, AZ
  • 03/2013 → 01/2019
    Unemployed
    Austin, TX
  • 01/2020 → 05/2023
    Surevest, Llc
    Phoenix, AZ
  • 01/2023 → 05/2023
    Ci Surevest Private Wealth
    Austin, TX
  • 05/2023 → Present
    Real Talk Capital, Llc
    Franklin, TN
Previous Registrations
  • 2020-01-31 → 2023-03-02
    Surevest Private Wealth
    Los Angeles, CA
    Austin, TX
  • 2023-01-09 → 2023-03-02
    Corient
    Austin, TX
  • 2019-02-28 → 2020-02-07
    Surevest Wealth Management
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-15
  • S65 Uniform Investment Adviser Law Examination
    2019-01-15

View on SEC IAPD

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