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1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-23 |
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 |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2012 | 10/2025 |
| Bright Futures Wealth Management | Pittsford | NY | 05/2011 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 10/2025 |
| Silver Oak Securities, Inc. | Jackson | TN | 10/2025 | Present |
1. Bright Futures Wealth Management, Is Investment Related,"1630 Empire Blvd, , Webster, NY, 14580, United States", Financial Advisor,RIA,10/1/2021,40 hours per month,40 hours per month during trading hours, Salary Compensation, "Assist advisors who purchased my practice with meeting with clients, financial planning, and communication."
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2006-01-31 |
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