Unclaimed Profile

Michael H Woods

BRIGHTPLAN LLC·SAN JOSE, California

SIE, Series 7, Series 63, Series 66Clean record15 years registeredBRIGHTPLAN LLC

75 EAST SANTA CLARA ST., SAN JOSE, CA 95113CRD# 4604568Firm CRD# 283790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael H Woods · SAN JOSE, CA

Registration

CRD #4604568 · BRIGHTPLAN LLC · 15 years registered

Brand Profile

Not yet started

Career History

WELLS FARGO CLEARING SERVICES, LLC

Dec 2017 – present

WELLS FARGO ADVISORS

Dec 2017 – present

BRIGHTPLAN LLC

Aug 2016 – Aug 2017

San Jose, CA

CYPRESS POINT CAPITAL MANAGEMENT, LLC

Mar 2011 – Feb 2016

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · March 22, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHTPLAN LLC

CRD 283790 · SEC 801-108227

Employees

Total firm employees

Services offered by BRIGHTPLAN LLC

Per Form ADV

Financial planning

Security ratings or pricing services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at BRIGHTPLAN LLC →

Introduction

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Frequently Asked Questions

What services does Michael H Woods offer?

Michael H Woods specializes in Financial Planning. Contact their office in SAN JOSE, California for a consultation.

What are Michael H Woods's credentials?

Michael H Woods is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael H Woods located?

Michael H Woods is based in SAN JOSE, California, working with BRIGHTPLAN LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Michael H Woods charge for services?

Michael H Woods's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHTPLAN LLC?

BRIGHTPLAN LLC has approximately 44 employees. The firm is registered with the SEC as an investment adviser.

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