Best Investors Account Sign in
Inactive

Timothy Robert Brown

Montis Financial, LLC

Boise, ID

Waltham, MA

Claim This Profile
Current Employers
Montis Financial, Llc

230 Third Avenue Floor 5, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2023-12-14
TX RA APPROVED 2023-12-14
  • ID RA
    APPROVED
    Since 2023-12-14
  • TX RA
    APPROVED
    Since 2023-12-14

Branch Locations

Boise, ID • United States

230 Third Avenue Floor 5, Waltham, MA 02451 • 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
360 Family Office Boise ID 01/2022 12/2023
360 Wealth Resources Boise ID 06/2012 01/2022
Montis Financial, Llc Boise ID 12/2023 Present
  • 01/2022 → 12/2023
    360 Family Office
    Boise, ID
  • 06/2012 → 01/2022
    360 Wealth Resources
    Boise, ID
  • 12/2023 → Present
    Montis Financial, Llc
    Boise, ID
Previous Registrations
  • 2018-01-17 → 2024-01-02
    360 Family Office, Llc
    Boise, ID
  • 2012-09-07 → 2017-12-31
    360 Family Office, Llc
    Boise, ID
  • 2003-11-04 → 2012-08-31
    Kestra Investment Services, Llc
    Marina Del Rey, CA
  • 2003-04-23 → 2004-01-28
    Apd Financial
    Torrance, CA
Other Businesses

Licensed Insurance Agent

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-12-20
S65 Uniform Investment Adviser Law Examination 1998-06-17
  • S63 Uniform Securities Agent State Law Examination
    2005-12-20
  • S65 Uniform Investment Adviser Law Examination
    1998-06-17
Other Names
  • Tim Brown

View on SEC IAPD

More in Boise, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor