| Name: | Brown Financial Advisory, Inc. |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Corporation |
| Status: | Exists |
| Date of registration: | 19 Apr 2000 (25 years ago) (Companies founded in April 2000) |
| Entity Number: | 000-209-314 |
| Register Number: | 000209314 |
| ZIP code: | 36532 (Companies in Baldwin, 36532) |
| County: | Baldwin |
| Place of Formation: | Baldwin County |
| Principal Address: | FAIRHOPE, AL |
| Registered Office Street Address: | 508 FAIRHOPE AVEFAIRHOPE, AL 36532 |
| Authorized Capital: | $3,000 |
Activities
PROVIDE FINANCIAL PLANNING/INVESTMENT ADVISORY SERVICES
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1843853 | 54 S. GREENO ROAD., FAIRHOPE, AL, 36532 | 54 S. GREENO ROAD., FAIRHOPE, AL, 36532 | 2519289498 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2024-07-25 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-09
| Form type | N-PX |
| File number | 028-20673 |
| Filing date | 2024-07-09 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-25
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2024-04-25 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-26
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2024-01-26 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-25
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2023-10-25 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-21
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2023-07-21 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-24
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2023-04-24 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-25
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2023-01-25 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-21
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2022-10-21 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-18
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2022-07-18 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-29
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2022-04-29 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-27
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2022-01-27 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-20
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2021-10-20 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-28
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2021-07-28 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-28
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2021-04-28 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-11
| Form type | 13F-HR |
| File number | 028-20673 |
| Filing date | 2021-02-11 |
| Reporting date | 2020-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BROWN FINANCIAL ADVISORY 401K/PSP | 2012 | 273779966 | 2013-07-29 | BROWN FINANCIAL ADVISORY | 4 | |||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 273779966 |
| Plan administrator’s name | DANIEL SCOTT MCLEOD |
| Plan administrator’s address | 508 FAIRHOPE AVENUE, FAIRHOPE, AL, 36532 |
| Administrator’s telephone number | 2519289498 |
Signature of
| Role | Plan administrator |
| Date | 2013-07-29 |
| Name of individual signing | DANIEL SCOTT MCLEOD |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2003-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2519289498 |
| Plan sponsor’s address | 508 FAIRHOPE AVENUE, FAIRHOPE, AL, 36532 |
Plan administrator’s name and address
| Administrator’s EIN | 631249379 |
| Plan administrator’s name | JOHN A. BROWN |
| Plan administrator’s address | 508 FAIRHOPE AVENUE, FAIRHOPE, AL, 36532 |
| Administrator’s telephone number | 2519289498 |
Signature of
| Role | Plan administrator |
| Date | 2012-07-06 |
| Name of individual signing | DANIEL SCOTT MCLEOD |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2003-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2519289498 |
| Plan sponsor’s address | 508 FAIRHOPE AVENUE, FAIRHOPE, AL, 36532 |
Plan administrator’s name and address
| Administrator’s EIN | 631249379 |
| Plan administrator’s name | JOHN A. BROWN |
| Plan administrator’s address | 508 FAIRHOPE AVENUE, FAIRHOPE, AL, 36532 |
| Administrator’s telephone number | 2519289498 |
Signature of
| Role | Plan administrator |
| Date | 2011-09-28 |
| Name of individual signing | DANIEL SCOTT MCLEOD |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2003-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2519289498 |
| Plan sponsor’s address | 508 FAIRHOPE AVENUE, FAIRHOPE, AL, 36532 |
Plan administrator’s name and address
| Administrator’s EIN | 631249379 |
| Plan administrator’s name | JOHN A. BROWN |
| Plan administrator’s address | 508 FAIRHOPE AVENUE, FAIRHOPE, AL, 36532 |
| Administrator’s telephone number | 2519289498 |
Signature of
| Role | Plan administrator |
| Date | 2010-10-13 |
| Name of individual signing | JOHN A. BROWN |
| Name | Role | Address |
|---|---|---|
| BROWN, JOHN A | Agent | 2697 CHESAPEAKE DRBESSEMER, AL 35023-7608 |
| Name | Role | Address |
|---|---|---|
| BROWN, JOHN A | Incorporator | 2697 CHESAPEAKE DRBESSEMER, AL 35023-7608 |
Date of last update: 01 Aug 2024
Sources: Alabama Secretary of State
