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Victor Arvia Bright III

Victor A. Bright

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CRD#: 3186620
Victor Arvia Bright III

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.

Victor Arvia Bright III, CFP®, who also goes by VIc Bright, Victor A Bright, was a registered financial professional .

Victor is a previously registered financial professional and started their career in finance in 2000. Victor had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Vic Bright | Victor A Bright

Other business activities


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.
1) 1036 San Antonio, LLC, Alameda, CA, not investment related, Rental Properties, Managing Member, Start Date 01/01/2021, M Less than 1 hour per month devoted, 0 hours per month devoted during securities trading, managing property 2) White Paws, investment related, Passive Investor to hold investments, Managing Member, Start Date 01/01/2022, Less than 1 hour per month devoted, 0 hours per month devoted during securities trading, read statements and analyze investment opportunities

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

February 12, 2020 - August 10, 2023

B3 ADVISORS LLC

RIA
CRD#: 307380
ALAMEDA, CA
Past

January 3, 2011 - June 7, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
GREENBRAE, CA
Past

January 3, 2011 - June 7, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
GREENBRAE, CA
Past

October 17, 2007 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
NOVATO, CA
Past

October 11, 2007 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
NOVATO, CA
Past

December 8, 2004 - July 21, 2006

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LOS ANGELES, CA
Past

April 9, 2002 - December 31, 2004

ESSEX SECURITIES LLC

BD
CRD#: 46605
JERSEY CITY, NJ
Past

November 22, 2000 - February 6, 2002

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

May 19, 2000 - November 14, 2000

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

May 19, 2000 - November 14, 2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/16/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BA
B3 ADVISORS LLC
B3 ADVISORS LLC

CRD#: 307380 / SEC#:

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Contact information


Main Address
1201 San Antonio Ave, Alameda, CA 94501
Mailing Address
Phone number
(510) 345-3929
Established
Firm type
Fiscal year end
# of Employees
0

Documents


Latest Form ADV

Red Flags


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.

Company Information


B3 ADVISORS LLC

CRD#: 307380

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