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Daniel Lee Stokes

Brightplan LLC

San Jose, CA

Columbia, MO

CRD 6523395

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Employer firm

Brightplan LLC CRD 283790

37,773 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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
MO RA APPROVED 2019-05-23
  • LA RA
    APPROVED
    Since 2023-11-03
  • TX RA
    APPROVED
    Since 2023-11-03
  • MO RA
    APPROVED
    Since 2019-05-23

Branch Locations

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

Columbia, MO • 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
Brightplan Llc St. Louis MO 05/2019 Present
Plancorp Llc St. Louis MO 06/2016 05/2019
  • 05/2019 → Present
    Brightplan Llc
    St. Louis, MO
  • 06/2016 → 05/2019
    Plancorp Llc
    St. Louis, MO
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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Nearby Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA

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