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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-22 |
Branch Locations
201 Glen Road, Garner, NC 27529 • United States
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
1340 Sunday Drive Ste. 101, Raleigh, NC 27607 • United States
2504 Raeford Road, Suite 104, Fayetteville, NC 28305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Links Consulting | Provo | UT | 11/2012 | 06/2017 |
| Fusion Capital Management | Dallas | TX | 07/2019 | 05/2020 |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 06/2020 | 08/2021 |
| M Holdings Securities, Inc. | Provo | UT | 09/2016 | 07/2017 |
| Left Tackle Advisors | Raleigh | NC | 11/2012 | Present |
| Visionary Wealth Management, Llc | Alpharetta | GA | 12/2020 | 08/2021 |
| Coppell Advisory Solutions, Llc Dba Fusion Capital Management | Dallas | TX | 08/2021 | Present |
| Triad Wealth Partners | Lawrence | KS | 10/2025 | Present |
T. BROWN FINANCIAL DBA LEFT TACKLE ADVISORS; INSURANCE AGENT; RALEIGH, NC; INSURANCE SALES AND SERVICES; START 11/2012; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSIINESS. DUTIES: SALE AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, ANNUITIES, DISABILITY INCOME, AND LONG TERM CARE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-26 |
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