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Advisor at BRIGHTER RETIREMENT ADVISORS LLC
LEHI, UT
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 |
|---|---|---|---|---|---|---|
| BRIGHTER RETIREMENT ADVISORS LLC | State registered | Sep 8, 2022 | n/a | yes | LEHI, UT | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Jan 5, 2018 | Sep 8, 2022 | no | LEHI, UT | Previous registration |
| ALLEGIS INVESTMENT ADVISORS, LLC | Former SEC adviser | Jul 13, 2015 | Dec 31, 2017 | no | OREM, UT|IDAHO FALLS, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | BRIGHTER RETIREMENT ADVISORS LLC | Sep 8, 2022 | Sep 8, 2022 | 0 | Firm change | RIA to state RIA |
| ALLEGIS INVESTMENT ADVISORS, LLC | BROOKSTONE WEALTH ADVISORS, LLC | Dec 31, 2017 | Jan 5, 2018 | 5 | Firm change | Other |