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EB

Earl R. Brown-orth

PATHWAY ASSET & TAX ADVISORY
ELKHART, IN 46514
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CRD#: 7717428
EB
Earl Ray Brown-orthPATHWAY ASSET & TAX ADVISORY

Professional summary


Earl Ray Brown-orth, who also goes by Earl Ray Brown, is a registered financial advisor currently at PATHWAY ASSET & TAX ADVISORY located in Elkhart, Indiana.

Earl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Earl has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance


Always Fiduciary

Aliases


Earl Ray Brown

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Earl Ray Brown-orth'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

July 17, 2026 - Present

PATHWAY ASSET & TAX ADVISORY

Office #1: 719 E. Bristol St., Elkhart, IN 46514
RIA
CRD#: 338876
ELKHART, IN
Past

March 25, 2024 - September 20, 2024

CREATIVE FINANCIAL DESIGNS, INC.

RIA
CRD#: 109032
Alexandria, IN
Past

July 18, 2023 - September 20, 2024

CFD INVESTMENTS, INC.

BD
CRD#: 25427
ALEXANDRIA, IN

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
Indiana
(7/17/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/28/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/18/2023
General Securities Representative Examination
General Industry/Product Exam

Current Firm


PA
PATHWAY ASSET & TAX ADVISORY
LOUCKS & WEAVER FINANCIAL, INC. | PATHWAY ASSET & TAX ADVISORY

CRD#: 338876 / SEC#:

Indiana
Registered Investment Advisory firm - (2/13/2026 Approved)
Michigan
Registered Investment Advisory firm - (2/17/2026 Approved)
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Contact information


Main Address
719 E. Bristol St., Elkhart, IN 46514
Mailing Address
Phone number
(574) 264-0395
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV
0

Red Flags


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Company Information


PATHWAY ASSET & TAX ADVISORY

CRD#: 338876Elkhart, IN 46514

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