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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst24 years in industry

Kevin Gregory Bruce

Advisor at HFG WEALTH MANAGEMENT, LLC

OMAHA, NE | THE WOODLANDS, TX | Willis, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 0
Observed: Sep 18, 2006 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HFG 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 18, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 13
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65|S63
First exam: Jan 18, 2002
First registration: Sep 18, 2006
Dual registered: no
Other names: Kevin Bruce|Kevin Gregory Bruce
IAPD individual key: 4460048

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HFG WEALTH MANAGEMENT, LLC	Independent wealth	Jun 3, 2026	n/a	yes	THE WOODLANDS, TX	Current employment
CWM, LLC	Bd affiliated wealth	Oct 30, 2025	n/a	yes	Willis, TX\|OMAHA, NE	Current employment
ALIGN INVESTMENT RESEARCH, LLC	n/a	Aug 20, 2024	Oct 22, 2025	no	WILLIS, TX	Previous registration
HFG WEALTH MANAGEMENT, LLC	Independent wealth	Nov 3, 2023	Nov 3, 2025	no	THE WOODLANDS, TX	Previous registration
G. A. REPPLE & COMPANY	Bd affiliated wealth	Oct 6, 2022	Feb 1, 2023	no	CASSELBERRY, FL\|Willis, TX	Previous registration
WATERSIDE WEALTH ADVISORS, LLC	n/a	Jul 10, 2020	Dec 31, 2023	no	CONROE, TX\|Conroe, TX	Previous registration
BELLATORE FINANCIAL, INC.	Independent wealth	Jul 5, 2018	Jan 3, 2019	no	THE WOODLANDS, TX	Previous registration
HFG WEALTH MANAGEMENT, LLC	Independent wealth	Sep 11, 2017	Mar 9, 2018	no	THE WOODLANDS, TX	Previous registration
BOK FINANCIAL ADVISORS	Bd affiliated wealth	Sep 17, 2014	May 28, 2015	no	HOUSTON, TX\|Houston, TX\|Houston, TX\|Houston, TX\|Houston, TX\|Houston, TX	Previous registration
BOK FINANCIAL ASSET MANAGEMENT, INC.	Former SEC adviser	May 13, 2014	Jun 9, 2015	no	HOUSTON, TX	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jul 2, 2012	Oct 26, 2012	no	CHESTERFIELD, MO\|SAN DIEGO, CA	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	Aug 9, 2011	Jul 2, 2012	no	SAN DIEGO, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 21, 2009	Jun 14, 2011	no	SAN DIEGO, CA	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Jul 25, 2008	Sep 23, 2009	no	DENVER, CO	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Sep 18, 2006	Oct 13, 2006	no	Denver, CO\|Denver, CO\|Lakewood, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HFG WEALTH MANAGEMENT, LLC	ALIGN INVESTMENT RESEARCH, LLC	Nov 3, 2025	Aug 20, 2024	-440	Firm change after gap	Other
ALIGN INVESTMENT RESEARCH, LLC	CWM, LLC	Oct 22, 2025	Oct 30, 2025	8	Firm change	Other
WATERSIDE WEALTH ADVISORS, LLC	G. A. REPPLE & COMPANY	Dec 31, 2023	Oct 6, 2022	-451	Firm change after gap	Other
G. A. REPPLE & COMPANY	HFG WEALTH MANAGEMENT, LLC	Feb 1, 2023	Nov 3, 2023	275	Firm change	Ibd to RIA
BELLATORE FINANCIAL, INC.	WATERSIDE WEALTH ADVISORS, LLC	Jan 3, 2019	Jul 10, 2020	554	Firm change after gap	Other
HFG WEALTH MANAGEMENT, LLC	BELLATORE FINANCIAL, INC.	Mar 9, 2018	Jul 5, 2018	118	Firm change	Other
BOK FINANCIAL ASSET MANAGEMENT, INC.	BOK FINANCIAL ADVISORS	Jun 9, 2015	Sep 17, 2014	-265	Firm change after gap	Other
BOK FINANCIAL ADVISORS	HFG WEALTH MANAGEMENT, LLC	May 28, 2015	Sep 11, 2017	837	Firm change after gap	Other
FIRST ALLIED ADVISORY SERVICES, INC.	BOK FINANCIAL ASSET MANAGEMENT, INC.	Oct 26, 2012	May 13, 2014	564	Firm change after gap	Other
FIRST ALLIED SECURITIES, INC.	FIRST ALLIED ADVISORY SERVICES, INC.	Jul 2, 2012	Jul 2, 2012	0	Bulk transfer	Other
LPL FINANCIAL LLC	FIRST ALLIED SECURITIES, INC.	Jun 14, 2011	Aug 9, 2011	56	Firm change	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	LPL FINANCIAL LLC	Sep 23, 2009	Sep 21, 2009	-2	Firm change	Other
U.S. BANCORP INVESTMENTS, INC.	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Oct 13, 2006	Jul 25, 2008	651	Firm change after gap	Other

Relationships

Registered with (13)

→ HFG WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 3, 2023 to Nov 3, 2025factForm ADV
→ CWM, LLCRegistered adviserregistration: current employment
Oct 30, 2025 to presentfactForm ADV
→ ALIGN INVESTMENT RESEARCH, LLCRegistered adviserregistration: previous registration
Aug 20, 2024 to Oct 22, 2025factForm ADV
→ WATERSIDE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 10, 2020 to Dec 31, 2023factForm ADV
→ G. A. REPPLE & COMPANYRegistered adviserregistration: previous registration
Oct 6, 2022 to Feb 1, 2023factForm ADV
→ BELLATORE FINANCIAL, INC.Registered adviserregistration: previous registration
Jul 5, 2018 to Jan 3, 2019factForm ADV
→ BOK FINANCIAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
May 13, 2014 to Jun 9, 2015factForm ADV
→ BOK FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Sep 17, 2014 to May 28, 2015factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 2, 2012 to Oct 26, 2012factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
Aug 9, 2011 to Jul 2, 2012factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 21, 2009 to Jun 14, 2011factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Jul 25, 2008 to Sep 23, 2009factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Sep 18, 2006 to Oct 13, 2006factForm ADV

Dated events

Occurred
Nov 3, 2025
Advisor changed firm
Kevin Gregory Bruce left Hfg Wealth Management, Llc for Align Investment Research, Llc (registered 2024-08-20)
Form ADVobserved 6 days ago
Occurred
Oct 22, 2025
Advisor changed firm
Kevin Gregory Bruce left Align Investment Research, Llc for Cwm, Llc (registered 2025-10-30)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Kevin Gregory Bruce left Waterside Wealth Advisors, Llc for G. A. Repple & Company (registered 2022-10-06)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Advisor changed firm
Kevin Gregory Bruce left G. A. Repple & Company for Hfg Wealth Management, Llc (registered 2023-11-03)
Form ADVobserved 6 days ago