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4400 State Highway 121 Suite 400, Lewisville, TX 75056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-06 |
Branch Locations
4400 State Highway 121 Suite 400, Lewisville, TX 75056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc | Dallas | TX | 06/2015 | 06/2017 |
| Compass Bank | Birmingham | AL | 05/2015 | 06/2017 |
| Bbva Wealth Solutions Inc. | Dallas | TX | 07/2015 | 06/2017 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 05/2015 | 06/2017 |
| Bright Equities, Llc | Lewisville | TX | 06/2017 | Present |
| Bright Wealth Management, Llc | Lewisville | TX | 01/2018 | Present |
BRIGHT EQUITIES, LLC// 2540 KING ARTHUR BLVD, SUITE 210, LEWISVILLE, TX 75056 // MANAGING DIRECTOR // APPROX. 50 HOURS PER MONTH DURING TRADING HOURS // START DATE 6/5/2017 // EXEMPT REPORTING ADVISER // INVESTMENT RELATED - YES// BRIGHT CAPITAL GROUP, LLC // 2540 KING ARTHUR BLVD, SUITE 210, LEWISVILLE, TX 75056 // MANAGING DIRECTOR // APPROX. 50 HOURS PER MONTH DURING TRADING HOURS // START DATE 6/5/2017 // THE OWNER OF BRIGHT WEALTH MANAGEMENT, LLC // INVESTMENT RELATED - YES// BRIGHT WEALTH MANAGEMENT, LLC // 2540 KING ARTHUR BLVD, SUITE 210, LEWISVILLE, TX 75056 // CCO // APPROX. 50 HOURS PER MONTH DURING TRADING HOURS // START DATE 01/2018 // REGISTERED INVESTMENT ADVISER // INVESTMENT RELATED - YES // LITERACY INSTRUCTION FOR TEXAS LIFT / 1610 S MALCOLM X BLVD DALLAS TX 75226 / 2 / DALLAS NON PROFIT WHICH HELPS ADULTS LEARN TO READ / GOVERNANCE CHAIR / 02.06.2013 / NO / SERVE ON BOARD OF DIRECTORS / TIME DEVOTED TO THIS ENTITY DURING TRADING HOURS 1 HOURS PER MONTH / TIME DEVOTED TO THIS ENTITY AFTER HOURS 3 HOURS PER MONTH / ENTITY ACCOUNT WITH COMPASS NO / ACCOUNT NUMBER N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-24 |
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