Best Investors Account Sign in
Inactive

Rupa Celestine Pereira

Fwj Planning LLC

Apex, NC

Claim This Profile
Current Employers
Fwj Planning Llc

Apex, NC • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-08
NC RA APPROVED 2022-08-19
  • TX RA
    APPROVED_RES
    Since 2025-09-08
  • NC RA
    APPROVED
    Since 2022-08-19

Branch Locations

Apex, NC • 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
Xy Planning Network Bozeman MT 05/2021 04/2022
Imbeau Inc Durham NC 11/2016 12/2018
Vita Tax Counselor Apex NC 01/2019 01/2022
Fwj Planning Llc Apex NC 07/2022 Present
Homemaker Apex NC 05/2022 06/2022
Homemaker Apex NC 07/2016 10/2016
Fwj Tax Llc New Hill NC 09/2024 Present
  • 05/2021 → 04/2022
    Xy Planning Network
    Bozeman, MT
  • 11/2016 → 12/2018
    Imbeau Inc
    Durham, NC
  • 01/2019 → 01/2022
    Vita Tax Counselor
    Apex, NC
  • 07/2022 → Present
    Fwj Planning Llc
    Apex, NC
  • 05/2022 → 06/2022
    Homemaker
    Apex, NC
  • 07/2016 → 10/2016
    Homemaker
    Apex, NC
  • 09/2024 → Present
    Fwj Tax Llc
    New Hill, NC
Other Businesses

Owner of FWJ Tax LLC - for Tax Planning and Tax Preparation Business is not Investment Related. Approx 10 hrs/month outside peak-season

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-03
  • S65 Uniform Investment Adviser Law Examination
    2022-05-03
Designations

View on SEC IAPD

More in Apex, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor