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Harlan Eric Freeman

Brightpath Financial, Inc.

Boynton Beach, FL

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Current Employers
Brightpath Financial, Inc.

Boynton Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-23
IL RA APPROVED 2015-05-27
  • FL RA
    APPROVED
    Since 2023-06-23
  • IL RA
    APPROVED
    Since 2015-05-27

Branch Locations

Boynton Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brightpath Financial Inc. Boynton Beach FL 04/2015 Present
Trinity Financial Advisors Llc Chicago IL 04/2017 02/2021
  • 04/2015 → Present
    Brightpath Financial Inc.
    Boynton Beach, FL
  • 04/2017 → 02/2021
    Trinity Financial Advisors Llc
    Chicago, IL
Previous Registrations
  • 2017-04-19 → 2021-02-02
    Trinity Financial Advisors Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-08
  • S65 Uniform Investment Adviser Law Examination
    2014-12-08
Designations

View on SEC IAPD

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