Cristopher Evan Cuevas

Employer firm

Bright Legacy LLC CRD 318338

$9.64M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 12/2019
  Morgan Stanley Smith Barney Llc
  Los Angeles, CA
• 08/2015 → 05/2018
  University Of San Francisco
  San Francisco, CA
• 01/2016 → 11/2016
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 05/2016 → 11/2016
  Univeristy Of San Francisco - Accounting & Business Servies
  San Francisco, CA
• 07/2018 → 12/2019
  Morgan Stanley Private Bank, N.A.
  New York, CA
• 12/2019 → 09/2020
  Raymond James & Associates, Inc.
  Los Angeles, CA
• 01/2022 → Present
  Bright Legacy Llc
  Diamond Bar, CA
• 08/2020 → 05/2022
  University Of Southern California
  Los Angeles, CA
• 01/2024 → Present
  Cloud Partners
  Diamond Bar, CA
• 01/2022 → Present
  Golden Springs View D/B/A True Prime Mortgage
  Diamond Bar, CA

Previous Registrations

• 2020-01-06 → 2020-09-29
  Raymond James & Associates, Inc.
  Pasadena, CA
• 2018-04-30 → 2019-12-16
  Morgan Stanley
  San Francisco, CA
  Los Angeles, CA
  Brea, CA
  Santa Ana, CA

Other Businesses

1. Licensed insurance professional; same address; less than 10% of time. 2. Golden Springs View d/b/a True Prime Mortgage; Not Investment Related; Diamond Bar, California; President and Loan Originator - Business Development; 20 hours per month; Create marketing plans to generate leads for account executives, assist in business development, and originate home loans and refinances. 3. Cloud Partners - Not Investment Related - Diamond Bar, CA - Consulting for business cloud solutions - Principal, Cloud Consultant - 1/31/24 - 20 hours per month

Exams

• S66 Uniform Combined State Law Examination
  2018-04-30