Brian W. Debruin

BRIGHTPATH WEALTH ADVISORS LLC

Raleigh, NC 27606

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CRD#: 4395337

Professional summary

Brian Wayne Debruin is a registered financial advisor currently at BRIGHTPATH WEALTH ADVISORS LLC located in Raleigh, North Carolina.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brian has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. NAME OF OTHER BUSINESS: Brian DeBruin-Sole Proprietor INVESTMENT RELATED: YES ADDRESS: RALEIGH, NC NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT START DATE: 01/2020 APX NUMBER OF HOURS PER MONTH: 80 APX NUMBER OF HOURS DURING TRADING HOURS: 80 BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES 2. NAME OF OTHER BUSINESS: WAKE TECH COMMUNITY COLLEGE INVESTMENT RELATED: YES ADDRESS: CARY, NC NATURE OF BUSINESS: COURSE INSTRUCTION POSITION/TITLE/RELATIONSHIP: ADJUNCT PROFESSOR START DATE: 10/2019 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 BRIEF DESCRIPTION OF DUTIES: TEACHING NON-CREDIT FINANCIAL AND INVESTMENT-RELATED COURSES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Wayne Debruin's 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

February 18, 2020 - Present

BRIGHTPATH WEALTH ADVISORS LLC

Office #1: 5540 Centerview Drive Suite 310, Raleigh, NC 27606

RIA

CRD#: 164209

Raleigh, NC

Past

February 22, 2019 - January 7, 2020

CARROLL FINANCIAL ASSOCIATES INC

RIA

CRD#: 105427

RALEIGH, NC

Past

October 23, 2014 - December 31, 2018

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 126052

SAN RAFAEL, CA

Past

July 31, 2014 - February 14, 2019

PROSPERITY CAPITAL GROUP, INC.

RIA

CRD#: 149414

RALEIGH, NC

Past

April 1, 2004 - September 11, 2012

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

RALEIGH, NC

Past

July 2, 2002 - April 1, 2004

C.P. ADVISORY SERVICES

RIA

CRD#: 118052

CHARLOTTE, NC

Past

June 11, 2001 - September 11, 2012

PARK AVENUE SECURITIES LLC

CRD#: 46173

RALEIGH, NC

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

IAR

North Carolina
(2/18/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/23/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/6/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/6/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BRIGHTPATH WEALTH ADVISORS LLC

BRIGHTPATH WEALTH ADVISORS LLC | TPCWM WEALTH MANAGEMENT LLC | TPC WEALTH MANAGEMENT LLC | TPC WEALTH MANAGEMENT | TPC FINANCIAL SERVICES LLC

CRD#: 164209 / SEC#:

Florida

Registered Investment Advisory firm - (3/7/2025 Approved)

Maryland

Registered Investment Advisory firm - (10/11/2012 Approved)

North Carolina

Registered Investment Advisory firm - (2/17/2020 Approved)

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Contact information

Main Address

2138 Priest Bridge Court Suite 1, Crofton, MD 21114

Mailing Address

Phone number

(443) 274-6100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	285
AUM (Assets Under Management)	$ 55,900,861

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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Brian W. Debruin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Wayne Debruin's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTPATH WEALTH ADVISORS LLC

CARROLL FINANCIAL ASSOCIATES INC

FREEDOM INVESTMENT MANAGEMENT, INC.

PROSPERITY CAPITAL GROUP, INC.

PARK AVENUE SECURITIES LLC

C.P. ADVISORY SERVICES

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/23/2002

Series 63

Date: 6/6/2001

Series 6

Date: 6/6/2001

Current Firm

BRIGHTPATH WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIGHTPATH WEALTH ADVISORS LLC

TRUST BUT VERIFY

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