Brandon Rogerio Amaral

Current Employers

Amaral Financial Planning

San Jose, CA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-06-23
CA	RA	APPROVED	2021-10-15

TX RA
APPROVED_RES

Since 2022-06-23
CA RA
APPROVED

Since 2021-10-15

Branch Locations

San Jose, CA • 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
Ameriprise Financial Services, Inc	San Jose	CA	09/2016	07/2018
Unemployed	San Jose	CA	06/2016	09/2016
Wade Financial Advisory, Inc.	Campbell	CA	07/2018	07/2020
Ballast Point Financial Planning, Llc	Burlingame	CA	08/2020	09/2021
Amaral Financial Planning, Llc	San Jose	CA	09/2021	Present

09/2016 → 07/2018

Ameriprise Financial Services, Inc

San Jose, CA
06/2016 → 09/2016

Unemployed

San Jose, CA
07/2018 → 07/2020

Wade Financial Advisory, Inc.

Campbell, CA
08/2020 → 09/2021

Ballast Point Financial Planning, Llc

Burlingame, CA
09/2021 → Present

Amaral Financial Planning, Llc

San Jose, CA

Previous Registrations

2020-10-27 → 2021-09-22

Tessara Wealth

Burlingame, CA

Other Businesses

Under Amaral Financial Planning LLC, Brandon Amaral also provides Tax Preparation and Representation Services and Notarization Services. The Tax Preparation and Representation Services will take place primarily between February and April. The Notarization Services will be limited and on an as-needed basis for clients.