Inactive

Daniel Lee Stokes

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Current Employers

Brightplan Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

View on SEC IAPD

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