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Advisor at BRIGHT ASSET MANAGEMENT
VENICE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BRIGHT ASSET MANAGEMENT | Former SEC adviser | Oct 13, 2006 | n/a | yes | VENICE, FL | Current employment |
| Digitafi | n/a | Apr 2, 2020 | Dec 13, 2022 | no | Branford, CT | Previous registration |
| PENSION ADVISORS GROUP, LLC | n/a | Jul 25, 2008 | Mar 16, 2012 | no | WESTBROOK, CT | Previous registration |
| DIASTOLE WEALTH MANAGEMENT | Independent wealth | Jan 2, 2001 | Jul 7, 2006 | no | OLD SAYBROOK, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Digitafi | n/a | Dec 13, 2022 | n/a | n/a | Departure no registered destination | Departure |
| PENSION ADVISORS GROUP, LLC | Digitafi | Mar 16, 2012 | Apr 2, 2020 | 2,939 | Firm change after gap | Other |
| DIASTOLE WEALTH MANAGEMENT | BRIGHT ASSET MANAGEMENT | Jul 7, 2006 | Oct 13, 2006 | 98 | Firm change | Other |