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Mac James Thatcher

Bright Lake Wealth Management, LLC

Redding, CA

CRD 7792070

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Employer firm

Bright Lake Wealth Management, LLC CRD 323513

$104M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Bright Lake Wealth Management, Llc

1445 Victor Ave, Suite D, Redding, CA 96003 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-03
  • CA RA
    APPROVED
    Since 2023-08-03

Branch Locations

1445 Victor Ave, Suite D, Redding, CA 96003 • 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
Pine Brook Financial Redding CA 01/2023 Present
Dutch Bros Coffee Redding CA 06/2017 01/2023
Foothill High School Palo Cedro CA 08/2014 05/2019
  • 01/2023 → Present
    Pine Brook Financial
    Redding, CA
  • 06/2017 → 01/2023
    Dutch Bros Coffee
    Redding, CA
  • 08/2014 → 05/2019
    Foothill High School
    Palo Cedro, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-01
  • S65 Uniform Investment Adviser Law Examination
    2023-07-01

View on SEC IAPD

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Nearby Investors

JASON ROBERT WAYBRIGHT
ANDREW DAVID FREIBERG
JOHN STUART WINN

Nearby Offices

LPL FINANCIAL LLC · REDDING, CA
THRIVENT INVESTMENT MANAGEMENT INC. · Redding, CA
RUBICON ADVISORS · Redding, CA

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