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1445 Victor Ave, Suite D, Redding, CA 96003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bright Lake Wealth Management, Llc | Redding | CA | 12/2024 | 05/2025 |
| Lenity Management | Redding | CA | 07/2023 | 12/2024 |
| Southern Il University Carbondale | Carbondale | IL | 01/2021 | 05/2023 |
| Country Strong Fitness | Palo Cedro | CA | 08/2020 | 12/2024 |
| City Of Redding | Redding | CA | 05/2015 | 08/2020 |
| Bright Lake Wealth Management, Llc | Redding | CA | 06/2025 | Present |
1) Bright Lake Financial, Inc.; YES INVESTMENT RELATED;1445 Victor Ave Suite D Redding, CA 96003; INSURANCE SALES; California Insurance Agent, License #4464167 ; START DATE 09/2016; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-22 |
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