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1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-07 |
Branch Locations
1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bright Futures Wealth Management, Llc | Pittsford | NY | 06/2020 | Present |
| Suny Alfred | Alfred | NY | 01/2017 | 08/2020 |
| Swain Resort | Swain | NY | 12/2019 | 03/2020 |
| Giovanni's | Hornell | NY | 08/2019 | 09/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Sapporo | 01/2015 | 01/2017 | |
| Cetera Advisors | St Cloud | MN | 06/2020 | 09/2022 |
| Cetera Advisors | St Cloud | MN | 09/2022 | 10/2025 |
| Equimark East, Llc | Webster | NY | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2025 | 10/2025 |
| Bright Futures Wealth Management, Llc | Webster | NY | 03/2025 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 10/2025 | Present |
1. "Bright Futures Wealth Management, LLC",Is Investment Related,"1630 Empire Blvd., Suite 100, Webster, NY, 14580, United States", Financial Services, Administrative Assistant,6/1/2020,163 hours per month,140 hours per month during trading hours, Salary Compensation, "Trading, client billing, advisor payroll, preparing of financial plans, and other tasks as needed." 2. "Equimark East, LLC",Is Investment Related,"1630 Empire Blvd., Suite 100, Webster, NY, 14580, United States", Financial Services, Co-owner/Financial Professional,8/1/2025,0 hours per month,0 hours per month during trading hours, Other Compensation, Ownership (paid in ownership interest) 3. "Bright Futures Wealth Management, LLC",Is Investment Related,"1630 Empire Blvd., Suite 100, Webster, NY, 14580, United States", Financial Services, Administrative Assistant,6/1/2020,163 hours per month,140 hours per month during trading hours, Salary Compensation, "Trading, client billing, advisor payroll, preparing of financial plans, and other tasks as needed."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-29 |
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