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1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-29 |
| VA | RA | APPROVED | 2017-03-20 |
Branch Locations
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 | Rochester | NY | 01/2017 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 11/2025 | Present |
1. Fixed insurance, Is Not Investment Related,"5808 Meadow Ridge Court, Glen Al, , Glen Allen, VA, 23059, United States", Fixed Insurance,Agent,8/1/2017,1 hours per month,0 hours per month during trading hours, Commission Compensation, "Sell fixed life, disability, annuity and long-term care insurance" 2. "Bright Futures Wealth Management, LLC",Is Investment Related,"5808 Meadow Ridge Court, , Glen Allen, VA, 23059, United States", "Bright Futures Wealth Management, LLC",Owner,1/1/2017,5 hours per month,0 hours per month during trading hours, Other Compensation, "Part owner of RIA, paid through owner distributions, listed on firm website." 3. "Bright Futures Wealth Management, LLC",Is Investment Related,"5808 Meadow Ridge Court, , Glen Allen, VA, 23059, United States","Bright Futures Wealth Management, LLC",IAR/CCO,1/1/2017,35 hours per month,1 hours per month during trading hours,Fee Based Compensation,"Fee based and salary based compensation. Provide financial advisory services to individuals and business owners. Act as CCO for RIA, helping it meet its SEC regulatory responsibilities." 4. "RBG Cards", Is Not Investment Related, "5204 Preston Square Loop, Glen Allen, VA, 23059, United States", 5 hours per month, 0 hours per month during trading hours. Sales proceeds compensation. "Selling collectibles on internet/social media sites like ebay/whatnot. Income is sales proceeds" 5. Holman Parents Teacher Association,Is Not Investment Related,"600 Concourse Blvd, , Glen Allen, VA, 23059, United States",Teacher/Student Support Organization,Treasurer,8/24/2026,5 hours per month,0 hours per month during trading hours,No Compensation Compensation,"Going to be treasurer of the school PTA. Will help manage the PTA's finances, provide reports to members of the PTA. Not investment related."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-02 |
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