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DB

Douglas C. Brown

WEALTHX ADVISORS
SCOTTSDALE, AZ
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CRD#: 4050702
DB

Professional summary


Douglas Christopher Brown is a registered financial advisor currently at WEALTHX ADVISORS located in Scottsdale, Arizona.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Douglas has worked at 10 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Optio Oracle Nodes. Ambassador. Non-investment related. Offers blockchain technology, hardware, and software. 2) Sandjos LLC. Sales Consultant. Non-investment related. Junk removal business. 17853 Santiago Boulevard, Ste. 107-326, Villa Park, CA 92861. Start date: August 2023. 10-20hrs per month. ~2 hours per week are during securities trading hours. Selling junk removal services to businesses.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Douglas Christopher Brown's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 11, 2025 - Present

WEALTHX ADVISORS

RIA
CRD#: 337472
SCOTTSDALE, AZ
Past

September 15, 2023 - September 2, 2025

WT WEALTH MANAGEMENT, LLC

RIA
CRD#: 169566
SCOTTSDALE, AZ
Past

July 25, 2022 - June 28, 2023

MONEY CONCEPTS CAPITAL CORP

RIA
CRD#: 12963
Scottsdale, AZ
Past

July 20, 2022 - June 28, 2023

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
Scottsdale, AZ
Past

July 29, 2015 - July 21, 2022

NORTHERN TRUST INVESTMENTS, INCORPORATED

RIA
CRD#: 105780
Scottsdale, AZ
Past

July 2, 2015 - July 21, 2022

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
CHICAGO, IL
Past

February 21, 2012 - June 30, 2015

CAVANAL HILL INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 110774
SCOTTSDALE, AZ
Past

December 21, 2011 - July 27, 2012

BOK FINANCIAL SECURITIES, INC.

RIA
CRD#: 17530
TULSA, OK
Past

December 12, 2011 - July 1, 2015

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
SCOTTSDALE, AZ
Past

January 18, 2011 - October 4, 2011

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
NEW YORK, NY
Past

November 11, 2008 - October 4, 2011

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
SCOTTSDALE, AZ
Past

November 1, 2004 - October 24, 2008

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
SCOTTSDALE, AZ
Past

September 15, 2003 - November 3, 2004

TD AMERITRADE, INC.

RIA
CRD#: 7870
PHOENIX, AZ
Past

January 2, 2000 - November 3, 2004

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(8/11/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/2/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WA
WEALTHX ADVISORS
WEALTHX ADVISORS | WEALTHX ADVISORS LLC

CRD#: 337472 / SEC#:

Arizona
Registered Investment Advisory firm - (8/11/2025 Approved)
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Contact information


Main Address
Scottsdale, AZ
Mailing Address
Phone number
(312) 350-4717
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WEALTHX ADVISORS

CRD#: 337472Scottsdale, AZ

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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