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.
Advisor moves
Departures from Bright Futures Wealth Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Vincent Dallo | Bright Futures Wealth Management, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2026 | Mar 22, 2024 |
| Brandon James Butler | Bright Futures Wealth Management, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2026 | Mar 21, 2024 |
| Solomon Massey | Bright Futures Wealth Management, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 4, 2025 | Mar 21, 2024 |
| Kevin Tavas | Bright Futures Wealth Management, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 7, 2025 | Mar 21, 2024 |
| Oren Guzman | Bright Futures Wealth Management, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 7, 2025 | Mar 21, 2024 |
| Bruce Andrew Berman | Bright Futures Wealth Management, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 24, 2024 | Mar 21, 2024 |
| Collin Robert Fingon | Bright Futures Wealth Management, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2024 | Mar 21, 2024 |
| Christopher Cook | Bright Futures Wealth Management, LLC independent RIA | Bria Capital Group, LLC independent RIA | RIA to RIA | Jun 2, 2022 | Nov 19, 2025 (1266 d) |
| Howard Friedman | Bright Futures Wealth Management, LLC independent RIA | Private Client Services, LLC independent RIA | RIA to RIA | Jul 27, 2020 | Jul 23, 2020 |
| Corey Leon Laprade | Bright Futures Wealth Management, LLC independent RIA | Private Client Services, LLC independent RIA | RIA to RIA | Jul 27, 2020 | Jul 20, 2020 |
| Jeffrey D Smith | Bright Futures Wealth Management, LLC independent RIA | Private Client Services, LLC independent RIA | RIA to RIA | Jul 24, 2020 | Jul 15, 2020 |
| Sharon Ifrach | Bright Futures Wealth Management, LLC independent RIA | Private Client Services, LLC independent RIA | RIA to RIA | Jul 24, 2020 | Jul 23, 2020 |
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12 moves match.