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.

Current firm

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 31, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63|S65

First exam

Jan 31, 2006

First registration

Mar 5, 2010

Dual registered

yes, broker-dealer

IAPD individual key

2108431

• Occurred

  Nov 4, 2025
  Advisor departed, no destination yet

  Patrice Aileen Lancelot no longer registered at Cetera Investment Advisers Llc; no later IA registration on IAPD

  Form ADVobserved 6 days ago
• Occurred

  Mar 21, 2024
  Advisor changed firm

  Patrice Aileen Lancelot left Cetera Advisors Llc for Bright Futures Wealth Management, Llc (registered 2021-08-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3d1e65b1-ae88-309f-7874-1763eadb72d4

First observed

Mar 5, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.