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Jacquelyn M Bitar

BRIGHT TRADING
HENDERSON, NV
·CRD# 5732613·16 years experience

Professional Summary

Jacquelyn M Bitar, who also goes by Jacquelyn M Lucas, Jacquelyn Marie Lucas, is a registered financial advisor currently at BRIGHT TRADING, LLC located in Henderson, Nevada. Jacquelyn is registered as a RR (Registered Representative) and started their career in finance in 2010. Jacquelyn has worked at 5 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 7 and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jacquelyn M Lucas, Jacquelyn Marie Lucas

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Videos & Posts

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Contact Information

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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

16 years in the financial services industry

Current & Past Employments

BRIGHT TRADING, LLC·CRD# 34702
BD
10521 Jeffreys Street, Suite 121, Henderson, NV 89052
June 28, 2022 - Present
TD AMERITRADE, INC.·CRD# 7870
RIA
Beverly Hills, CA
June 17, 2013 - April 15, 2015
TD AMERITRADE INVESTMENT MANAGEMENT, LLC·CRD# 111514
RIA
Beverly Hills, CA
June 17, 2013 - April 15, 2015
TD AMERITRADE, INC.·CRD# 7870
BD
Beverly Hills, CA
June 17, 2013 - April 15, 2015
T. ROWE PRICE ADVISORY SERVICES, INC.·CRD# 108958
RIA
Tampa, FL
December 20, 2011 - June 6, 2013
T. ROWE PRICE INVESTMENT SERVICES, INC.·CRD# 8348
BD
Tampa, FL
August 16, 2010 - June 6, 2013

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Current Firm

BT
BRIGHT TRADING, LLC

BRIGHT TRADING, INC. | BRIGHT TRADING, LLC

CRD#: 34702 / SEC#: 8-44990
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Contact Information

Main Address

10521 Jeffreys Street, Suite 121, Henderson, NV 89052

Mailing Address

6061 Topaz Street, Las Vegas, NV 89120

Phone Number

(702) 739-1393

Established

Nevada since 07/31/2000

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BRIGHT INVESTMENTS, LLCMANAGING MEMBER—
ARLINSKY, KOSTATRADER5510518
ARLINSKY, STEVETRADER5510563
JONES, KEN ANDOTRADER5512985
SORGIC, SINISATRADER5513001
ANDERSON, DIANA ELIZABETHCOMPLIANCE DIRECTOR/ CHIEF COMPLIANCE OFFICER4894089
BRIGHT, ROBERT ALVINCEO, CFO1148394
CHAN, STEPHEN KEI ONTRADER5571223
FRIESEN, ROBIN DALEPRESIDENT/CHIEF OPERATING OFFICER5518030
ROSS, CHRISTINE ANGELCFO, FINOP5512412
SHILLETTO, ANDREW E MR.TRADER4793136
WALENTINY, CARLO ANNE JOSEPHTRADER5518113

Disclosures

Regulatory Event

5

Arbitration

1

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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.

The advisor shows no other business activity.

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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 66 — Uniform Combined State Law Examination

Passed Oct 2011About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2010About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed Jun 2022About the Series 57TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2022About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2011About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2010About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jacquelyn M Bitar's CRS (Customer Relationship Summary).

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