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Arthur David Crowley

Bright Wealth Management, LLC

Lewisville, TX

CRD 6160050

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Employer firm

Bright Wealth Management, LLC CRD 169771

$265M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bright Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-01
  • TX RA
    APPROVED
    Since 2019-04-01

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
Pollock Advisory Group, Inc. Allen TX 01/2013 02/2019
Financial Gravity Tax, Inc. Allen TX 01/2013 02/2019
Bright Wealth Management, Llc Lewisville TX 04/2019 Present
  • 01/2013 → 02/2019
    Pollock Advisory Group, Inc.
    Allen, TX
  • 01/2013 → 02/2019
    Financial Gravity Tax, Inc.
    Allen, TX
  • 04/2019 → Present
    Bright Wealth Management, Llc
    Lewisville, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-17
  • S65 Uniform Investment Adviser Law Examination
    2013-01-17

View on SEC IAPD

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