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Aubrey Mckee Brown

Weatherly Asset Management

Del Mar, CA

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Current Employers
Weatherly Asset Management

832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-09-06
  • CA RA
    APPROVED
    Since 2019-09-06

Branch Locations

832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • 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
Lifetime Financial Advisors, Inc. Encinitas CA 03/2015 08/2019
Lpl Financial, Llc Encinitas CA 03/2015 08/2019
Weatherly Asset Management, Lp Del Mar CA 09/2019 08/2022
Weatherly Asset Management, Lp Del Mar CA 09/2022 Present
  • 03/2015 → 08/2019
    Lifetime Financial Advisors, Inc.
    Encinitas, CA
  • 03/2015 → 08/2019
    Lpl Financial, Llc
    Encinitas, CA
  • 09/2019 → 08/2022
    Weatherly Asset Management, Lp
    Del Mar, CA
  • 09/2022 → Present
    Weatherly Asset Management, Lp
    Del Mar, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-11
  • S66 Uniform Combined State Law Examination
    2014-12-11
Designations

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
FIRST TURN MANAGEMENT, LLC
FOCUS INVESTMENT ADVISORS, INC
LPL FINANCIAL LLC
KARMEL CAPITAL MANAGEMENT LLC
LT1 CAPITAL LLC

Other Investors

Bradley S Cooperman
Adrian Fredrick Schulz
ANNETTE LOUISE YOUNG
RONALD D LANDELIUS
Jason French
VANESSA LYNN GRILLO
NOZOMI LAUGHY
Ian Kelly-Thomas

Other Offices

J.P. MORGAN SECURITIES LLC · DEL MAR, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Del Mar, CA
U.S. BANCORP ADVISORS, LLC · Del Mar, CA
FIRST TURN MANAGEMENT, LLC · SOLANA BEACH, CA
FOCUS INVESTMENT ADVISORS, INC · SOLANA BEACH, CA

More in Del Mar, CA

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