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Rory Alan Brown

Certuity, LLC

North Palm Beach, FL

CRD 7932700

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Employer firm

Certuity, LLC CRD 129505

$3.30B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Certuity, Llc

1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-24
  • FL RA
    APPROVED
    Since 2024-06-24

Branch Locations

1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • 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
Unemployed Na GA 05/2014 06/2022
Brightorg Services Atlanta GA 06/2022 09/2022
Unemployed Na GA 09/2022 05/2023
Perimeter Church Johns Creek GA 05/2023 05/2024
Certuity, Llc North Palm Beach FL 03/2024 Present
  • 05/2014 → 06/2022
    Unemployed
    Na, GA
  • 06/2022 → 09/2022
    Brightorg Services
    Atlanta, GA
  • 09/2022 → 05/2023
    Unemployed
    Na, GA
  • 05/2023 → 05/2024
    Perimeter Church
    Johns Creek, GA
  • 03/2024 → Present
    Certuity, Llc
    North Palm Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-11
  • S65 Uniform Investment Adviser Law Examination
    2024-06-11

View on SEC IAPD

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