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1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-17 |
Branch Locations
1630 Empire Blvd. Suite 100, Webster, NY 14580 • 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 |
|---|---|---|---|---|
| Cetera Advisors Llc | St Cloud | MN | 01/2005 | 10/2025 |
| Bright Futures Wealth Management, Llc | Pittsford | NY | 01/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 10/2025 |
| Silver Oak Securities, Inc | Jackson | TN | 10/2025 | Present |
1. "Bright Futures Wealth Management, LLC",Is Not Investment Related,"1630 Empire Blvd, Ste 100, Webster, NY, 14580, United States", Independent RIA,IAR,9/17/2021,160 hours per month,120 hours per month during trading hours, Fee Based Compensation, IAR for independent RIA 2. The United Church of Marion, Is Not Investment Related,"3848 N Main, , Marion, NY, 14505, United States",Church,Trustee,1/1/2005,3 hours per month,0 hours per month during trading hours, No Compensation Compensation, "Member of the Board of Trustees to oversee financial accounts and physical operations of the church operations. We also address the physical needs of the church. Various repairs, plumbing, heating mowing the lawn. the actual church financial accounts are held at a local outside firm. I have no control or input over their investment decisions."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-24 |
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