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David John Card

CRD# 1220191·Registered 2025 - 2026
Previously Registered: Being a previously registered professional could mean that David is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

David John Card, who also goes by David Card, was a registered financial advisor. David was a previously registered financial professional and started their career in finance 2025 - 2026. David had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

David Card

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years registered in the securities industry

Current & Past Employments

Past

BRIGHTER RETIREMENT ADVISORS LLCPast·CRD# 321746
RIA
Lehi, UT
September 4, 2025 - March 3, 2026

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Current Firm

BR
BRIGHTER RETIREMENT ADVISORS LLC

BRIGHTER RETIREMENT ADVISORS LLC

CRD#: 321746
Texas
Registered Investment Advisory firm - Texas (3/27/2024 Conditional Restricted)
Utah
Registered Investment Advisory firm - Utah (9/8/2022 Approved)

Contact Information

Main Address

2000 Ashton Blvd Ste. 120, Lehi, UT 84043

Phone Number

(801) 901-0987

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

319

AUM (Assets Under Management)

$58,356,362

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DAVID JOHN CARD is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Brighter Retirement Advisors LLC always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Brighter Retirement Advisors LLC in such individual's outside capacities.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2025About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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