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
Arrivals at 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 |
|---|---|---|---|---|---|
| David Alexander Arthur Dupuis | Cetera Investment Advisers LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2025 | May 7, 2025 |
| David Joseph Perrotto | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 22, 2024 | Sep 15, 2021 |
| Vincent Dallo | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 22, 2024 | Feb 13, 2024 |
| Bruce Andrew Berman | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC no RAUM | Other | Mar 21, 2024 | Jan 24, 2017 |
| David W Treichler | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2024 | Aug 25, 2021 |
| Jerry Neil Hefley | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2024 | Sep 17, 2021 |
| Gregory John Halstead | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2024 | Sep 30, 2021 |
| Patrice Aileen Lancelot | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2024 | Aug 23, 2021 |
| Mark Samuel Santelli | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2024 | Aug 25, 2021 |
| Keith Edward Condemi | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2024 | Aug 23, 2021 |
| Robert Normand Richard | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC no RAUM | Other | Mar 21, 2024 | Feb 14, 2017 |
| Martin Eugene Paul | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC no RAUM | Other | Mar 21, 2024 | Feb 13, 2017 |
| Kevin Tavas | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2024 | Mar 8, 2022 |
| Oren Guzman | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2024 | May 15, 2020 |
| Collin Robert Fingon | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC no RAUM | Other | Mar 21, 2024 | Jan 23, 2017 |
| Dylan Thomas Shaw | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2024 | Aug 27, 2021 |
| Brandon James Butler | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2024 | Aug 31, 2023 |
| Robert C Hayes | Novem Group independent RIA | Bright Futures Wealth Management, LLC independent RIA | RIA to RIA | Sep 14, 2022 | Aug 13, 2022 |
| Christopher Cook | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2022 | Aug 23, 2021 |
| Jeffrey D Smith | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC no RAUM | Other | Dec 31, 2019 | Jan 24, 2017 |
| Sharon Ifrach | Cetera Advisors LLC BD affiliated | Bright Futures Wealth Management, LLC no RAUM | Other | Dec 31, 2019 | Jan 24, 2017 |
| Howard Friedman | Bb&T Securities, LLC BD affiliated | Bright Futures Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2018 | Jun 3, 2020 (796 d) |
| Craig Donald Lefeber | Cetera Advisors LLC other | Bright Futures Wealth Management, LLC no RAUM | Other | Mar 20, 2017 | Mar 20, 2017 |
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23 moves match.