| Name: | Bright Star Financial Advisors, LLC |
| Jurisdiction: | Idaho |
| Legal type: | Limited Liability Company (D) |
| Status: | Active-Existing |
| Date of registration: | 01 Aug 2022 (3 years ago) |
| Financial Date End: | 31 Aug 2025 |
| Entity Number: | 4835926 |
| Place of Formation: | IDAHO |
| File Number: | 833945 |
| ZIP code: | 83401 |
| County: | Bonneville County |
| Principal Address: | 2255 QUAIL RIDGE DRIVE AMMON, ID 83401 |
| Mailing Address: | 2255 QUAIL RIDGE DR AMMON, ID 83401-5950 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIGHT STAR FINANCIAL ADVISORS LLC PROFIT SHARING PLAN | 2023 | 883642834 | 2025-01-14 | BRIGHT STAR FINANCIAL ADVISORS LLC | 0 | |||||||||||||
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| BRIGHT STAR FINANCIAL ADVISORS LLC PROFIT SHARING PLAN | 2023 | 883642834 | 2024-10-14 | BRIGHT STAR FINANCIAL ADVISORS LLC | 0 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| Adam Serr | Agent | 2255 QUAIL RIDGE DR, AMMON, ID 83401 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Bright Star Financial Advisors | Manager | 900 PIER VIEW DRIVE, IDAHO FALLS, ID 83402 | 2023-08-24 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0005855427 | 2024-08-12 |
| Annual Report | 0005371413 | 2023-08-24 |
| Initial Filing | 0004835926 | 2022-08-01 |
| Package ID | Category | Cause | Nature Of Suit | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| USCOURTS-idd-4_23-cv-00433 | Judicial Publications | 28:1331 Fed. Question | Other Contract Actions | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Name | Ameriprise Financial Services |
| Role | Defendant |
| Name | Kristin L. Bergeson |
| Role | Defendant |
| Name | Bright Star Financial Advisors, LLC |
| Role | Defendant |
| Name | Doe Business Entities 1-10 |
| Role | Defendant |
| Name | Shayla Lynn Hawkins |
| Role | Defendant |
| Name | John/Jane Does 11-20 |
| Role | Defendant |
| Name | Shayla Lynn Kelley |
| Role | Defendant |
| Name | Adam C. Serr Sr. |
| Role | Defendant |
| Name | Frontier Credit Union |
| Role | Plaintiff |
| Name | formerly East Idaho Credit Union |
| Role | Plaintiff |
Opinions
| Opinion ID | USCOURTS-idd-4_23-cv-00433-0 |
| Date | 2024-05-24 |
| Notes | MEMORANDUM DECISION AND ORDER - IT IS ORDERED that: The Motion to Stay the Proceedings and Compel Arbitration of Defendants Serr, Kelley, Bergeson, and Bright Star (Case No. 4:23-cv-00433-AKB, Dkt. 7) is GRANTED in part and DENIED in part. Frontier must arbitrate Counts Nine, Ten, and Thirteen as alleged against Serr and Kelley. The proceedings in this case are STAYED pending arbitration.Signed by Judge Amanda K Brailsford. (caused to be mailed to non Registered Participants at the addresses listed on the Notice of Electronic Filing (NEF) by (ac) |
| View | View File |
| Opinion ID | USCOURTS-idd-4_23-cv-00433-1 |
| Date | 2024-08-08 |
| Notes | MEMORANDUM DECISION AND ORDER - IT IS ORDERED that: Plaintiff's Motion to Reconsider the Dismissal of Defendant Ameriprise Financial Services, LLC with Prejudice (Dkt. 18) is GRANTED. The Court's May 24, 2024, Memorandum Decision and Order (Dkt. 16) is modified to dismiss Frontier's claims Against Ameriprise without prejudice. Plaintiff's Motion to Amend the Complaint (Dkt. 17) is GRANTED. Plaintiff must file an amended complaint with thirty (30) days of the issuance of this Order. Signed by Judge Amanda K Brailsford. (caused to be mailed to non Registered Participants at the addresses listed on the Notice of Electronic Filing (NEF) by (ac) |
| View | View File |
Date of last update: 25 Mar 2025
Sources: Idaho Secretary of State
