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Current Employers
Bright Road Wealth Management, Llc

405 W. 36Th Avenue Suite 212, Anchorage, AK 99503 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2026-05-19
  • AK RA
    APPROVED
    Since 2026-05-19

Branch Locations

405 W. 36Th Avenue Suite 212, Anchorage, AK 99503 • United States

Alaska Wealth Advisors

3800 Centerpoint Drive Suite 910, Anchorage, AK 99503 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2025-07-08
  • AK RA
    APPROVED
    Since 2025-07-08

Branch Locations

3800 Centerpoint Drive Suite 910, Anchorage, AK 99503 • 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
Bright Road Wealth Management, Llc Anchorage AK 05/2026 Present
Charles Schwab & Co., Inc. Westlake TX 06/2024 07/2024
Ernst And Young Llp Chicago IL 06/2023 08/2023
Take Charge Cats Tucson AZ 09/2021 05/2022
Full-Time Education Denver CO 05/2022 06/2025
Full-Time Education New Trier Township IL 08/2017 08/2021
Full-Time Education Chicago IL 06/2014 06/2017
Alaska Wealth Advisors Anchorage AK 07/2025 04/2026
Elfie's Canteen Inc Chicago IL 08/2021 Present
  • 05/2026 → Present
    Anchorage, AK
  • 06/2024 → 07/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2023 → 08/2023
    Ernst And Young Llp
    Chicago, IL
  • 09/2021 → 05/2022
    Take Charge Cats
    Tucson, AZ
  • 05/2022 → 06/2025
    Full-Time Education
    Denver, CO
  • 08/2017 → 08/2021
    Full-Time Education
    New Trier Township, IL
  • 06/2014 → 06/2017
    Full-Time Education
    Chicago, IL
  • 07/2025 → 04/2026
    Anchorage, AK
  • 08/2021 → Present
    Elfie's Canteen Inc
    Chicago, IL
Other Businesses

Elfie's Canteen Inc; Not investment-related;11601 E Touhy Ave, Des Plaines, IL 60018; Restaurant; bookkeeper; 08/2021 to Present; 12 hours per month and none during securities trading hours; Reporting and analytics, general administration, social media/digital presence.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-25
  • S65 Uniform Investment Adviser Law Examination
    2025-01-25
Other Names
  • Antigone Zervas

View on SEC IAPD

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