DFX Intelligence

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RIA / WealthAdvisorChartered Financial Analyst14 years in industry

MARK THOMPSON LAGRONE

Advisor at BRIGHT WEALTH MANAGEMENT, LLC

LEWISVILLE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e01dbea7-5ffd-aa66-2907-39b596e5082c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 23, 2011 to Sep 14, 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: BRIGHT 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: Nov 22, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Nov 22, 2011
First registration: Nov 23, 2011
Dual registered: no
Other names: MARK THOMPSON LAGRONE|MARK T LAGRONE
IAPD individual key: 5951830

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
BRIGHT WEALTH MANAGEMENT, LLC	Independent wealth	May 20, 2016	n/a	yes	LEWISVILLE, TX	Current employment
EMERSON EQUITY LLC	Bd affiliated wealth	Jun 29, 2017	Jul 24, 2017	no	Lewisville, TX\|Plano, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Oct 4, 2013	Jul 10, 2015	no	WESTLAKE, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 23, 2011	Nov 16, 2012	no	DALLAS, TX	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
EMERSON EQUITY LLC	n/a	Jul 24, 2017	n/a	n/a	Departure no registered destination	Departure
STRATEGIC ADVISERS LLC	BRIGHT WEALTH MANAGEMENT, LLC	Jul 10, 2015	May 20, 2016	315	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	STRATEGIC ADVISERS LLC	Nov 16, 2012	Oct 4, 2013	322	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ BRIGHT WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 20, 2016 to presentfactForm ADV
→ EMERSON EQUITY LLCRegistered adviserregistration: previous registration
Jun 29, 2017 to Jul 24, 2017factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Oct 4, 2013 to Jul 10, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 23, 2011 to Nov 16, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e01dbea7-5ffd-aa66-2907-39b596e5082c
First observed: Nov 23, 2011
Last observed: Sep 14, 2026 4 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.

MARK THOMPSON LAGRONE

Advisor at BRIGHT WEALTH MANAGEMENT, LLC

LEWISVILLE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e01dbea7-5ffd-aa66-2907-39b596e5082c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:02 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BRIGHT WEALTH MANAGEMENT, LLC

Independent wealth

May 20, 2016

n/a

yes

LEWISVILLE, TX

Current employment

EMERSON EQUITY LLC

Bd affiliated wealth

Jun 29, 2017

Jul 24, 2017

Lewisville, TX|Plano, TX

Previous registration

STRATEGIC ADVISERS LLC

National bd RIA

Oct 4, 2013

Jul 10, 2015

WESTLAKE, TX

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Nov 23, 2011

Nov 16, 2012

DALLAS, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

EMERSON EQUITY LLC

n/a

Jul 24, 2017

n/a

Departure no registered destination

Departure

STRATEGIC ADVISERS LLC

BRIGHT WEALTH MANAGEMENT, LLC

Jul 10, 2015

May 20, 2016

315

Firm change

Ibd to RIA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STRATEGIC ADVISERS LLC

Nov 16, 2012

Oct 4, 2013

322

Firm change

Wirehouse to ibd