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Advisor at BRIGHT WEALTH MANAGEMENT, LLC
LEWISVILLE, TX
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 WEALTH MANAGEMENT, LLC | Independent wealth | Jun 6, 2017 | n/a | yes | LEWISVILLE, TX | Current employment |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Jul 13, 2015 | Jun 5, 2017 | no | DALLAS, TX | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Oct 28, 2011 | May 26, 2015 | no | DALLAS, TX|CHARLOTTE, NC|DALLAS, TX | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Oct 19, 2009 | Oct 28, 2011 | no | CHARLOTTE, NC|DALLAS, TX | Previous registration |
| COLONIAL ASSET MANAGEMENT INC | n/a | Dec 11, 2007 | Sep 23, 2009 | no | AUSTIN, TX|MONTGOMERY, AL | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | May 16, 2002 | May 3, 2006 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | BRIGHT WEALTH MANAGEMENT, LLC | Jun 5, 2017 | Jun 6, 2017 | 1 | Firm change | Other |
| BB&T INVESTMENT SERVICES, INC. | PNC MANAGED ACCOUNT SOLUTIONS, INC. | May 26, 2015 | Jul 13, 2015 | 48 | Firm change | Other |
| COLONIAL ASSET MANAGEMENT INC | BB&T INVESTMENT SERVICES, INC. | Sep 23, 2009 | Oct 19, 2009 | 26 | Firm change | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | COLONIAL ASSET MANAGEMENT INC | May 3, 2006 | Dec 11, 2007 | 587 | Firm change after gap | Other |