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Luis Manuel Amato

Brightplan LLC

San Jose, CA

Roswell, GA

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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 2025-02-06
TX RA APPROVED 2024-11-21
GA RA APPROVED 2024-10-01
  • LA RA
    APPROVED
    Since 2025-02-06
  • TX RA
    APPROVED
    Since 2024-11-21
  • GA RA
    APPROVED
    Since 2024-10-01

Branch Locations

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

Roswell, GA • 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
Adero Partners, Llc Palo Alto CA 04/2022 06/2023
Boom Atl Marketing Roswell GA 01/2013 03/2021
Qilgo Norcross GA 01/2017 01/2018
Unemployed Roswell GA 04/2021 04/2022
Brightplan Llc San Joes CA 08/2024 Present
Hightower Advisors Chicago IL 08/2023 03/2024
Unemployed Roswell GA 03/2024 07/2024
  • 04/2022 → 06/2023
    Adero Partners, Llc
    Palo Alto, CA
  • 01/2013 → 03/2021
    Boom Atl Marketing
    Roswell, GA
  • 01/2017 → 01/2018
    Qilgo
    Norcross, GA
  • 04/2021 → 04/2022
    Unemployed
    Roswell, GA
  • 08/2024 → Present
    Brightplan Llc
    San Joes, CA
  • 08/2023 → 03/2024
    Hightower Advisors
    Chicago, IL
  • 03/2024 → 07/2024
    Unemployed
    Roswell, GA
Previous Registrations
  • 2022-12-14 → 2023-06-23
    Adero Partners, Llc
    Walnut Creek, CA
    Roswell, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-01
  • S65 Uniform Investment Adviser Law Examination
    2022-12-01
Designations
Other Names
  • Luis Manuel Amato
  • Luis Amato

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

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