Nelson Pereira is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with NAPLES WEALTH PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NAPLES WEALTH PLANNING, LLC | 2024-06-28 | present | Yes |
| IMPRINT WEALTH LLC | 2024-06-28 | 2024-09-30 | — |
| IMPRINT WEALTH LLC | 2023-07-17 | 2024-06-17 | — |
| LAIDLAW WEALTH MANAGEMENT LLC | 2021-02-09 | 2023-08-04 | — |
| CAPITALROCK FINANCIAL, LLC | 2019-10-25 | 2020-12-31 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2019-04-23 | — |
| STRATEGIC ADVISERS LLC | 2009-02-10 | 2018-07-13 | — |