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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2025-11-04 |
Branch Locations
276 West Main Street Ste 13B, Northborough, MA 01532 • United States
1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-02-14 |
Branch Locations
276 West Main Street, Suite 13B, Northborough, MA 01532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 10/2025 |
| Bright Futures Wealth Management, Llc | Northborough | MA | 01/2017 | Present |
| Assabet Financial Group | Northborough | MA | 06/2004 | Present |
| Bright Futures Wealth Management, Llc | Northborough | MA | 01/2017 | 01/2017 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 10/2025 |
| Silver Oak Securities, Inc. | Jackson | TN | 10/2025 | Present |
1. Assabet Financial Group, Is Not Investment Related,"276 West Main Street, Suite 13B, Northborough, MA, 01532, United States", "DBA for tax planning, preparation, and fixed insurance",Owner,6/1/2004,160 hours per month,160 hours per month during trading hours, Commission Compensation, "DBA for tax planning, preparation and fixed insurance." 2. "Bright Futures Wealth Management, LLC",Is Investment Related,"276 West Main Street, , Northborough, MA, 01532, United States", Financial Services, IAR & DBA,1/1/2017,160 hours per month,160 hours per month during trading hours, Fee Based Compensation, Investment advising. 3. "Bright Futures Wealth Management, LLC",Is Investment Related,"276 West Main Street, , Northborough, MA, 01532, United States",Financial Services,Owner,4/1/2015,160 hours per month,160 hours per month during trading hours,Other Compensation,Executive and supervisory responsibilities. Profits and losses of firm via K-1. 4. "Affordable Housing Committee - Town of Boylston, MA",Is Not Investment Related,"632 Main Street, , Boylston, MA, 01505, United States",Town committee,committee member,2/9/2026,5 hours per month,0 hours per month during trading hours,No Compensation Compensation,"The Affordable Housing Committee's purpose is to provide for the creation and preservation of affordable housing in the Town for the benefit of low- and moderate-income households. The Committee assesses the Town's need for affordable housing and researches solutions, including helping to determine how money in the in the Affordable Housing Trust should be spent."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-20 |
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