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Company: BrightPlan, LLC |
Registration No: CFX10595 |
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Address: 75 East Santa Clara, Suite O5-144, San Jose, CA, 95113, United States |
View Certificate |
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Web Site: http://www.brightplan.com |
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Registration Type: Investment Advisor Certification |
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Program: Automated discretionary managed account services with comprehensive personalized advice on non-managed assets |
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Current Registration Date: 12/19/2022 |
Initial Registration Date: 10/19/2017 |
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Independent Assessment Reports. Click to download and save to your fiduciary file. |
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Registered Sites:
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CEFEX, Centre for Fiduciary Excellence
2 Chatham Center
Pittsburgh, PA 15219
866-390-5080