Romy Michele Brown appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Romy Michele Brown appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-07-15 | Form ADV | BETA WEALTH GROUP, INC | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER/MANAGING PARTNER | SAN DIEGO, CA |