DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Voneen Camille Bright
Certified Financial Planner
Feed of 09/14/2026
Also filed as Voneen C Vivolo
At current firm
10 y
since May 10, 2016
In the industry
32 y
since Feb 14, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Coldstream Wealth Management independent RIA currentsince May 10, 2016 · Bellevue, Wa
- Lanark Financial, Inc. BD affiliatedJul 24, 2015 to Apr 29, 2016 · Bellevue, Wa
- Jhs Capital Advisors, LLC formerApr 11, 2012 to Jul 24, 2015 · Bellevue, Wa
- Paulson Investment Company, LLC formerMar 21, 2012 to Apr 11, 2012 · Bellevue, Wa
- Wells Fargo Advisors wirehouseApr 5, 2001 to Apr 26, 2005 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Lanark Financial, Inc. to Coldstream Wealth Managementleft Apr 29, 2016, registered May 10, 2016 (11 days) · Other
- Jhs Capital Advisors, LLC to Lanark Financial, Inc.left Jul 24, 2015, registered Jul 24, 2015 (0 days) · Other · moved with a team
- Paulson Investment Company, LLC to Jhs Capital Advisors, LLCleft Apr 11, 2012, registered Apr 11, 2012 (0 days) · Other
- Wells Fargo Advisors to Paulson Investment Company, LLCleft Apr 26, 2005, registered Mar 21, 2012 (2521 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address