Elizabeth K. Bright
Professional summary
Being a previously registered professional could mean that this person 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.
Elizabeth K Bright, who also goes by Beth Burrowes, Elizabeth Kathleen Burrowes, Elizabeth Kathleen Calhoun, Elizabeth Kathleen Mohrenne, was a registered financial professional .
Elizabeth is a previously registered financial professional and started their career in finance in 1998. Elizabeth had worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 22, 2021 - April 11, 2026
SCHWAB WEALTH ADVISORY, INC.
October 20, 2021 - March 28, 2023
CHARLES SCHWAB & CO., INC.
January 26, 2006 - April 11, 2026
CHARLES SCHWAB & CO., INC.
April 21, 1998 - July 15, 2004
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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