William M Brown

Current Employers

Employment History

• 07/2006 → Present
  Principal Life Ins Co
  Mt Pleasant, SC
• 07/2006 → Present
  Principal Securities Inc
  Mt Pleasant, SC
• 02/2015 → 10/2016
  Special Needs Planning, Llc
  Mount Pleasant, SC
• 06/2016 → Present
  South Carolina Brown Group
  Mt Pleasant, SC
• 03/2024 → Present
  Trinity Wealth Partners
  Mt. Pleasant, SC

Other Businesses

***M&A PRIME BENEFITS, 07/2009-PRESENT, LICENSED FOR HEALTH INSURANCE, REFER CLIENTS NEEDING HEALTH INSURANCE LEADS. ***Fixed Insurance, Fixed life, annuities, DI and LTC, 04/04/16. ***Fin and Fowl, LLC, Manager of entity owned by children's trust, 8/15/17. ***Group Benefits; Investment Related; 1012 Ewall Street, Mt. Pleasant, SC 29464; Agent; Group Benefits; Start Date: 08/01/2018; 10 hrs per month; 10 during trading hours. ***Vegan-Free Plantation, LLC; Not Investment Related; Charleston, SC; Owner; LLC created to own property.; Start Date: 02/28/2019; 0 hrs per month; 0 during trading hours. ***Paradise Partnerships, LLC; Not Investment Related; Mt Pleasant, SC; Co-owner; LLC established for estate planning. Receives dividends and rental income; Start Date: 01/01/2004; 0 hrs per month; 0 during trading hours. ***TWO BUOYS PROPERTIES LLC POSITION: Two Buoys Properties LLC NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2022 ADDRESS: 304 Jungle Road, Edisto Beach SC 29438, United States DESCRIPTION: Rental income from my wife and my beach house.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-23
• S63 Uniform Securities Agent State Law Examination
  2006-07-27