David-Louis Browne

Current Employers

Employment History

• 07/2018 → 03/2019
  The Vanguard Group, Inc.
  Malvern, PA
• 05/2018 → 10/2019
  Neiman Sports Group
  Center Valley, PA
• 09/2016 → 04/2018
  University Of Pittsburgh
  Pittsburgh, PA
• 05/2017 → 08/2017
  First Financial Group/ Devon Financial Partners, Llc
  Wayne, PA
• 11/2017 → 07/2018
  Uber
  Downingtown, PA
• 03/2019 → 02/2022
  Tycor Benefit Administrators, Inc.
  Berwyn, PA
• 04/2019 → 02/2022
  Kestra Financial, Inc.
  Berwyn, PA
• 02/2022 → 07/2023
  Fisher Investments
  Tampa, FL
• 07/2023 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2022-02-17 → 2023-07-17
  Fisher Investments
  Plano, TX
  Tampa, FL
• 2020-09-11 → 2022-02-10
  Kestra Advisory Services, Llc
  Berwyn, PA

Other Businesses

1.DoorDash, non-investment related, San Francisco, CA, the nature of the other business; food delivery, your position; part time driver, started 4/2/22, 10 hours/month outside of securities trading hours, part time driver that delivers food. 2. Johnson & Browne Management LLC; Address: private residence Investment-Related: No; Nature: Business consulting; Position/Title: Managing Member; Start: 01/01/2025; Hours/Month: 20; Hours during Market Hours: 0; Duties: business consulting unrelated to CAPTRUST services 3. Admiral Farragut Baseball; Address: 501 N Park St., St. Petersburg, FL 33710; Investment-Related: No; Nature: baseball coach; Position/Title: Coach Start: 01/06/2025; Hours/Month: 20; Hours during Market Hours: 0; Duties: baseball coach 4. Name: Browne Sports Management LLC, Address: private residence, Not Investment Related, Nature: manage a youth travel baseball organization, Position/Title: President and Managing Member, Start: 06/05/2025, Hours/Month: 20, Hours during Market Hours: 0, Duties: Manage and serve as baseball coach

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-31
• S63 Uniform Securities Agent State Law Examination
  2018-09-19

Other Names

• D.L. Browne
• David Browne
• David-Louis Browne
• Davidlouis Browne
• Dave Browne