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Advisor at BRIGHTGUIDE FINANCIAL
GILBERT, AZ
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 |
|---|---|---|---|---|---|---|
| BRIGHTGUIDE FINANCIAL | State registered | Jan 6, 2026 | n/a | yes | GILBERT, AZ | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jun 16, 2023 | Jan 5, 2026 | no | Gilbert, AZ|Scottsdale, AZ | Previous registration |
| CREATIVEONE WEALTH, LLC | Independent wealth | Sep 11, 2019 | Jun 16, 2023 | no | OVERLAND PARK, KS|Scottsdale, AZ|Scottsdale, AZ | Previous registration |
| REALTA INVESTMENT ADVISORS, INC | Bd affiliated wealth | Aug 24, 2017 | Sep 5, 2019 | no | Scottsdale, AZ|WILMINGTON, DE | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jan 26, 2016 | Aug 9, 2017 | no | PHOENIX, AZ | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | May 6, 2014 | Nov 6, 2015 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | BRIGHTGUIDE FINANCIAL | Jan 5, 2026 | Jan 6, 2026 | 1 | Firm change | Ibd to state RIA |
| CREATIVEONE WEALTH, LLC | AE WEALTH MANAGEMENT, LLC | Jun 16, 2023 | Jun 16, 2023 | 0 | Firm change | RIA to ibd |
| REALTA INVESTMENT ADVISORS, INC | CREATIVEONE WEALTH, LLC | Sep 5, 2019 | Sep 11, 2019 | 6 | Firm change | Ibd to RIA |
| MML INVESTORS SERVICES, LLC | REALTA INVESTMENT ADVISORS, INC | Aug 9, 2017 | Aug 24, 2017 | 15 | Firm change | Other |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | MML INVESTORS SERVICES, LLC | Nov 6, 2015 | Jan 26, 2016 | 81 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282580:339155:AZ:2026-01-05 | Jan 5, 2026 | Jan 6, 2026 | SCOTTSDALE, AZ | Firm change |