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Inactive

Joan Christine Gonzalez

Brightplan LLC

San Jose, CA

Framingham, MA

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Current Employers
Brightplan Llc

333 West San Carlos Street Suite 600, San Jose, CA 95110 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-11-03
TX RA APPROVED 2023-11-03
MA RA APPROVED 2021-10-06
  • LA RA
    APPROVED
    Since 2023-11-03
  • TX RA
    APPROVED
    Since 2023-11-03
  • MA RA
    APPROVED
    Since 2021-10-06

Branch Locations

333 West San Carlos Street Suite 600, San Jose, CA 95110 • United States

Framingham, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Winslow, Evans & Crocker, Inc. Boston MA 01/2014 04/2019
The Midas Collaborative Allston MA 06/2013 12/2018
Brightplan Llc San Jose CA 06/2021 Present
Advice Systems, Inc. Westborough MA 04/2019 01/2020
Unemployed Framingham MA 01/2020 04/2020
New Horizons Computer Learning Centers (United Training) Waltham MA 04/2020 09/2020
Unemployed Framingham MA 09/2020 06/2021
  • 01/2014 → 04/2019
    Winslow, Evans & Crocker, Inc.
    Boston, MA
  • 06/2013 → 12/2018
    The Midas Collaborative
    Allston, MA
  • 06/2021 → Present
    Brightplan Llc
    San Jose, CA
  • 04/2019 → 01/2020
    Advice Systems, Inc.
    Westborough, MA
  • 01/2020 → 04/2020
    Unemployed
    Framingham, MA
  • 04/2020 → 09/2020
    New Horizons Computer Learning Centers (United Training)
    Waltham, MA
  • 09/2020 → 06/2021
    Unemployed
    Framingham, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-03-13
  • S63 Uniform Securities Agent State Law Examination
    2008-03-13
Designations
Other Names
  • Joan Christine Calderone

View on SEC IAPD

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