Best Investors Account Sign in
Inactive

Christopher John Caporaletti

Bright Wealth Management, LLC

Lewisville, TX

Claim This Profile
Current Employers
Bright Wealth Management, Llc

4400 State Highway 121 Suite 400, Lewisville, TX 75056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-03
  • TX RA
    APPROVED
    Since 2022-03-03

Branch Locations

4400 State Highway 121 Suite 400, Lewisville, TX 75056 • 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
Cashen Investment Advisors Dallas TX 01/2010 06/2018
Inwood Asset Management, Inc. Dallas TX 02/2011 06/2018
Axa Advisors, Llc New York NY 05/2020 06/2020
Military Sales & Services Dallas TX 06/2019 05/2020
Raleigh Investment Group/Triple R Ranch Combine TX 11/2018 05/2020
Tolleson Investment Advisors Sunnyvale TX 09/2018 05/2020
Equitable Advisors, Llc New York NY 05/2020 01/2022
Bright Wealth Management, Llc Lewisville TX 03/2022 Present
  • 01/2010 → 06/2018
    Cashen Investment Advisors
    Dallas, TX
  • 02/2011 → 06/2018
    Inwood Asset Management, Inc.
    Dallas, TX
  • 05/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 06/2019 → 05/2020
    Military Sales & Services
    Dallas, TX
  • 11/2018 → 05/2020
    Raleigh Investment Group/Triple R Ranch
    Combine, TX
  • 09/2018 → 05/2020
    Tolleson Investment Advisors
    Sunnyvale, TX
  • 05/2020 → 01/2022
    New York, NY
  • 03/2022 → Present
    Lewisville, TX
Previous Registrations
  • 2020-05-29 → 2022-01-11
    Dallas, TX
  • 2011-02-01 → 2018-05-31
    Cashen Investment Advisors Inc
    Dallas, TX
  • 2011-02-24 → 2018-05-31
    Inwood Asset Management, Inc.
    Dallas, TX
  • 2013-07-30 → 2014-10-30
    Everis Capital Management Llc
    Dallas, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-30
S65 Uniform Investment Adviser Law Examination 2011-01-31
  • S63 Uniform Securities Agent State Law Examination
    2020-09-30
  • S65 Uniform Investment Adviser Law Examination
    2011-01-31
Other Names
  • Christopher John Caporaletti
  • Christopher J Caporaletti

View on SEC IAPD

More in Lewisville, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor