Magdala M. Adeleke

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CRD#: 4998410

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Magdala M Adeleke, who also goes by Magdala M. Adeleke, Magdala M. Desir, was a registered financial professional .

Magdala is a previously registered financial professional and started their career in finance in 2005. Magdala had worked at 2 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Magdala M. Adeleke | Magdala M. Desir

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 12, 2026 - May 15, 2026

BRIGHTPLAN LLC

RIA

CRD#: 283790

Elkridge, MD

Past

July 29, 2005 - July 24, 2006

HSBC SECURITIES (USA) INC.

CRD#: 19585

BRONX, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRIGHTPLAN LLC

CRD#: 283790 / SEC#: 801-108227

RIA

Registered Investment Advisory firm - (8/4/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/16/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/28/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BRIGHTPLAN LLC

CRD#: 283790 / SEC#: 801-108227

RIA

Registered Investment Advisory firm - (8/4/2016 Approved)

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Contact information

Main Address

333 West San Carlos Street Suite 600, San Jose, CA 95110

Mailing Address

7491 North Federal Hwy Suite C5-302, Boca Raton, FL 33487

Phone number

(408) 933-6188

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRIGHTPLAN ADV PART 2A (3/31/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Magdala M. Adeleke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BRIGHTPLAN LLC

HSBC SECURITIES (USA) INC.

Primary Firm SEC Registration

BRIGHTPLAN LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/16/2005

Series 6

Date: 7/28/2005

Current Firm

BRIGHTPLAN LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BRIGHTPLAN LLC

TRUST BUT VERIFY

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