Paul L. Thibodeaux

BRIGHT WEALTH MANAGEMENT

Lewisville, TX 75056

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CRD#: 4142971

Professional summary

Paul L Thibodeaux, who also goes by Paul Lawrence Thibodeaux, is a registered financial advisor currently at BRIGHT WEALTH MANAGEMENT, LLC located in Lewisville, Texas.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Paul has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Lawrence Thibodeaux

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.

BRIGHT EQUITIES, LLC// 2540 KING ARTHUR BLVD, SUITE 210, LEWISVILLE, TX 75056 // MANAGING DIRECTOR // APPROX. 50 HOURS PER MONTH DURING TRADING HOURS // START DATE 6/5/2017 // EXEMPT REPORTING ADVISER // INVESTMENT RELATED - YES// BRIGHT CAPITAL GROUP, LLC // 2540 KING ARTHUR BLVD, SUITE 210, LEWISVILLE, TX 75056 // MANAGING DIRECTOR // APPROX. 50 HOURS PER MONTH DURING TRADING HOURS // START DATE 6/5/2017 // THE OWNER OF BRIGHT WEALTH MANAGEMENT, LLC // INVESTMENT RELATED - YES// BRIGHT WEALTH MANAGEMENT, LLC // 2540 KING ARTHUR BLVD, SUITE 210, LEWISVILLE, TX 75056 // CCO // APPROX. 50 HOURS PER MONTH DURING TRADING HOURS // START DATE 01/2018 // REGISTERED INVESTMENT ADVISER // INVESTMENT RELATED - YES // LITERACY INSTRUCTION FOR TEXAS LIFT / 1610 S MALCOLM X BLVD DALLAS TX 75226 / 2 / DALLAS NON PROFIT WHICH HELPS ADULTS LEARN TO READ / GOVERNANCE CHAIR / 02.06.2013 / NO / SERVE ON BOARD OF DIRECTORS / TIME DEVOTED TO THIS ENTITY DURING TRADING HOURS 1 HOURS PER MONTH / TIME DEVOTED TO THIS ENTITY AFTER HOURS 3 HOURS PER MONTH / ENTITY ACCOUNT WITH COMPASS NO / ACCOUNT NUMBER N/A

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul L Thibodeaux's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

June 6, 2017 - Present

BRIGHT WEALTH MANAGEMENT, LLC

Office #1: 4400 State Highway 121 Suite 400, Lewisville, TX 75056

RIA

CRD#: 16361

BOSTON, MA

Past

March 20, 2000 - January 5, 2001

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRIGHT WEALTH MANAGEMENT, LLC

CRD#: 169771 / SEC#: 801-130450

RIA

Registered Investment Advisory firm - (6/11/2024 Approved)

Texas

Registered Investment Advisory firm - (7/10/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/29/2010

General Securities Principal Examination

Current Firm

BRIGHT WEALTH MANAGEMENT, LLC

CRD#: 169771 / SEC#: 801-130450

RIA

Registered Investment Advisory firm - (6/11/2024 Approved)

Texas

Registered Investment Advisory firm - (7/10/2024 Terminated)

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Contact information

Main Address

4400 State Highway 121 Suite 400, Lewisville, TX 75056

Mailing Address

Phone number

(972) 410-6623

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRIGHT WEALTH MANAGEMENT FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	399
AUM (Assets Under Management)	$ 228,985,374

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.

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Advisor Monitoring

Firm Stability Insights

Paul L. Thibodeaux

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul L Thibodeaux's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA SECURITIES INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

COLONIAL ASSET MANAGEMENT INC

COLONIAL BROKERAGE, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

BRIGHT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/15/2002

Series 63

Date: 3/24/2000

SIE

Date: 6/5/2017

Series 7

Date: 4/16/2001

Series 6

Date: 3/17/2000

Series 24

Date: 1/29/2010

Current Firm

BRIGHT WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIGHT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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