Mark T. Lagrone

BRIGHT WEALTH MANAGEMENT

Lewisville, TX 75056

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CRD#: 5951830

Professional summary

Mark Thompson Lagrone, who also goes by Mark T Lagrone, is a registered financial advisor currently at BRIGHT WEALTH MANAGEMENT, LLC located in Lewisville, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mark has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark T Lagrone

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Thompson Lagrone'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

May 20, 2016 - Present

BRIGHT WEALTH MANAGEMENT, LLC

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

RIA

CRD#: 169771

Lewisville, TX

Past

June 29, 2017 - July 24, 2017

EMERSON EQUITY LLC

RIA

CRD#: 130032

Lewisville, TX

Past

October 4, 2013 - July 10, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

October 4, 2013 - June 29, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

Past

November 23, 2011 - November 16, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DALLAS, TX

Past

September 16, 2011 - November 16, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DALLAS, TX

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

IAR

Texas
(5/20/2016)

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 66

Date: 11/22/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/29/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/2011

General Securities Representative 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 (2/10/2026)

Regulatory assets under management

Total Number of Accounts	478
AUM (Assets Under Management)	$ 264,973,479

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

Mark T. Lagrone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Thompson Lagrone's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMERSON EQUITY LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BRIGHT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/22/2011

SIE

Date: 6/29/2015

Series 7

Date: 9/15/2011

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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