Inactive

Jerred Michael Horace Crowley

Bright Wealth Management, LLC

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Current Employers

Bright Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-22

TX RA
APPROVED

Since 2025-01-22

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

Organization	City	State	From	To
Cotiviti	Mckinney	TX	03/2020	10/2022
Audio Fidelity Dba Whitlock	Flower Mound	TX	05/2017	03/2020
24/7 Intouch - Netflix Campaign	Frisco	TX	05/2014	04/2017
Td Ameritrade	Southlake	TX	11/2022	05/2024
Charles Schwab & Co., Inc.	Westlake	TX	05/2024	11/2024
Bright Wealth Management, Llc	Lewisville	TX	01/2025	Present

03/2020 → 10/2022

Cotiviti

Mckinney, TX
05/2017 → 03/2020

Audio Fidelity Dba Whitlock

Flower Mound, TX
05/2014 → 04/2017

24/7 Intouch - Netflix Campaign

Frisco, TX
11/2022 → 05/2024

Td Ameritrade

Southlake, TX
05/2024 → 11/2024

Charles Schwab & Co., Inc.

Westlake, TX
01/2025 → Present

Bright Wealth Management, Llc

Lewisville, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-27
S63	Uniform Securities Agent State Law Examination	2023-04-26

S65 Uniform Investment Adviser Law Examination

2024-12-27
S63 Uniform Securities Agent State Law Examination

2023-04-26

View on SEC IAPD

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