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Advisor at BRIGHT ROAD WEALTH MANAGEMENT, LLC
ANCHORAGE, AK
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 ROAD WEALTH MANAGEMENT, LLC | Independent wealth | Jun 25, 2012 | n/a | yes | ANCHORAGE, AK | Current employment |
| DIMENSIONAL FUND ADVISORS LP | Asset manager | Sep 2, 2010 | Jun 5, 2012 | no | AUSTIN, TX | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Apr 23, 2009 | Jul 29, 2010 | no | AUSTIN, TX|Austin, TX | Previous registration |
| 401(K) INVESTMENT ADVISORS | n/a | Oct 19, 2007 | Dec 31, 2008 | no | AUSTIN, TX | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Sep 12, 2003 | Oct 17, 2007 | no | ANCHORAGE, AK|Anchorage, AK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | BRIGHT ROAD WEALTH MANAGEMENT, LLC | Jun 5, 2012 | Jun 25, 2012 | 20 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | DIMENSIONAL FUND ADVISORS LP | Jul 29, 2010 | Sep 2, 2010 | 35 | Firm change | Other |
| 401(K) INVESTMENT ADVISORS | CHARLES SCHWAB & CO., INC. | Dec 31, 2008 | Apr 23, 2009 | 113 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | 401(K) INVESTMENT ADVISORS | Oct 17, 2007 | Oct 19, 2007 | 2 | Firm change | Other |