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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-18 |
Branch Locations
Bright Future Financial Llc 975 Merriam Ave Suite 200, Leominster, MA 01453 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Leominster | MA | 02/2024 | Present |
| New York Life Insurance Company | Leominster | MA | 09/2023 | Present |
| Ic Federal Credit Union | Fitchburg | MA | 05/2021 | 09/2023 |
| American Dream Granite | Leominster | MA | 02/2021 | 05/2021 |
| Citizens Bank | Framingham | MA | 01/2019 | 01/2021 |
| Jos A Bank | Northborough | MA | 07/2018 | 04/2019 |
| Columbia Tech | Westborough | MA | 04/2014 | 06/2018 |
| Bright Future Financial, Llc D/B/A Bright Future Financial | Leominster | MA | 12/2023 | Present |
| Eagle Strategies Llc | Leominster | MA | 06/2024 | Present |
[OPERATING UNDER THE DBA NAME OF BRIGHT FUTURE FINANCIAL, LLC D/B/A BRIGHT FUTURE FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; LEOMINSTER MA; START DATE: 12/2023][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products and through Brookfield Partners; 975 Merriam Ave, Suite 200, Leominster, MA 01453; Start Date 01/2026; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-13 |
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