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964 State Route 28, Milford, OH 45150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-11-20 |
| OH | RA | APPROVED | 2008-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Financial Advisors, Llc | Milford | OH | 03/2008 | Present |
| Brown Insurance & Tax Advisors | Milford | OH | 12/2004 | Present |
| Brown Holdco 1, Inc. | Milford | OH | 02/2026 | Present |
| Brown Holdco 2, Inc. | Milford | OH | 02/2026 | Present |
| Brown Intermediate, Llc | Milford | OH | 02/2026 | Present |
| Meraki Intermediate Holdings, Llc | Scottsdale | AZ | 04/2026 | Present |
1. BROWN INSRUANCE & TAX ADVISORS, LLC; INVESTMENT-RELATED; MILFORD, OH; INSRUANCE SALES, TAX PREPARATION; MANAGING MEMBER; STARTED 12/2004; APPROX 25% OF TIME IS SPENT IN THIS BUSINESS. 2.Brown Holdco 1, Inc. , .Brown Holdco 2, Inc., . Brown Intermediate, LLC all started 02/2026 and Meraki Intermediate Holdings, LLC started 04/2026. These are all holding companies. No services are provided and no time is spent in these businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-31 |
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