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Current Employers
Silver Oak Securities, Incorporated

403 N. Parkway Ste. 101, Jackson, TN 38305 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-03
TX RA APPROVED 2025-11-03
  • NY RA
    APPROVED
    Since 2025-11-03
  • TX RA
    APPROVED
    Since 2025-11-03

Branch Locations

1630 Empire Blvd Ste 100, Webster, NY 14580 • United States

Bright Futures Wealth Management, Llc

1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-29
NY RA APPROVED 2021-08-23
  • TX RA
    APPROVED
    Since 2025-05-29
  • NY RA
    APPROVED
    Since 2021-08-23

Branch Locations

1630 Empire Blvd. Suite 100, Webster, NY 14580 • 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
Equimark Llc Pittsford NY 06/1999 Present
Cetera Advisors Llc Denver CO 06/2008 10/2025
Bright Futures Wealth Management Llc Pittsford NY 01/2017 Present
Empire 1630-01, Llc Webster NY 07/2022 Present
Equimark East Llc Webster NY 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 10/2025
Silver Oak Securities, Inc. Jackson TN 10/2025 Present
  • 06/1999 → Present
    Equimark Llc
    Pittsford, NY
  • 06/2008 → 10/2025
    Cetera Advisors Llc
    Denver, CO
  • 01/2017 → Present
    Pittsford, NY
  • 07/2022 → Present
    Empire 1630-01, Llc
    Webster, NY
  • 08/2023 → Present
    Equimark East Llc
    Webster, NY
  • 03/2024 → 10/2025
    Schaumburg, IL
  • 10/2025 → Present
    Silver Oak Securities, Inc.
    Jackson, TN
Previous Registrations
  • 2024-03-21 → 2025-11-11
    Webster, NY
    Rochester, NY
  • 2006-06-12 → 2024-03-21
    Cetera Advisors Llc
    Rochester, NY
    Greenwood Village, CO
    Webster, NY
    Webster, NY
    Rochester, NY
Other Businesses

1. "Equimark East, LLC",Is Investment Related,"1630 Empire Blvd., Suite 100, Webster, NY, 14580, United States", Financial Services OBA,CEO,10/1/2011,40 hours per month,38 hours per month during trading hours, Salary Compensation,"Equimark East (EE) is the employee company for our work in financial services. It pays employees collects our revenues. EE has the rental agreements and supplies benefits, health, life, DI, etc." 2. Condemi Family LTD and Condemi Management LLC,Is Not Investment Related,"1630 Empire Blvd, Suite 100, Webster, NY, 14580, United States", Single Family Rental, Partner/Member/Manager,6/1/2009,2 hours per month,0 hours per month during trading hours, Other Compensation, "Our family has a partnership, 3 brothers. We own single family rental homes and our lake property. We provide K-1's to partners and members. The LLC is the Membership/Management and holds nothing the partnership holds the assets." 3. "Bright Futures Wealth Management, LLC",Is Investment Related,"1630 Empire Blvd., Suite 100, Webster, NY, 14580, United States", Registered Investment Advisor,CEO,1/17/2017,120 hours per month,120 hours per month during trading hours, Fee Based Compensation, "IAR/Member/CEO.. Financial Planning, Asset Management for clients. Administration and research for the firm. Member CCO committee." 4. "Empire 1630-01, LLC",Is Not Investment Related,"1630 Empire Blvd., Suite 100, Webster, NY, 14580, United States", Commercial Property,Owner,7/1/2022,1 hours per month,1 hours per month during trading hours, Other Compensation, I own the commercial building for the firm to conduct business. I manage contracts for snow removal and lawn cutting and the like and then collect rents pay bills and taxes as due. I receive a K-1 for my tax return. 5. "Equimark Insurance Agency, LLC",Is Not Investment Related,"1630 Empire Blvd, Suite 100, Webster, NY, 14580, United States", Fixed Insurance, Owner/Member,1/1/2010,5 hours per month,5 hours per month during trading hours, Other Compensation,"Equimark Insurance Agency is a NYS licensed fixed insurance agency for Life, health and DI. If I write business, I am paid an insurance commission for the work. I am an owner and receive a K-1 for ownership. We also make this service available to our Advisors, Representatives and or Insurance Brokers. We use an IMO for product access. IMO's provide us with multiple carrier access and a choice for our clients from a wide variety of carriers. We may receive an expense reimbursement allowance for product written by others to offset costs of the Agency."

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-05-21
  • S63 Uniform Securities Agent State Law Examination
    1992-05-21
Designations

View on SEC IAPD

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