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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-11-15 |
Branch Locations
Sarasota, FL • United States
Essexville, MI • United States
Bay City, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2013-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Comprehensive Financial Llc | Essexville | MI | 10/2013 | Present |
| Education | Essexville | MI | 01/2003 | Present |
| Origin Financial | San Francisco | CA | 11/2021 | Present |
Brown Comprehensive Financial LLC; Investment-Related; Essexville, MI; Investment Adviser; Investment Adviser Representative; October 2013; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-14 |
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