This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ADVICE AND PLANNING SERVICES

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Aug 30, 2021

First registration

May 5, 2025

Dual registered

yes, broker-dealer

Other names

Itallo RF Pereira|ITALLO R F PEREIRA|Itallo Pereira|Itallo Roiz Fernandes Pereira

IAPD individual key

7356422

• Occurred

  Apr 1, 2026
  Advisor changed firm

  Itallo Roiz Fernandes Pereira left J.P. Morgan Securities Llc for Advice And Planning Services (registered 2026-04-07)

  Form ADVobserved 6 days ago
• Occurred

  May 22, 2025
  Advisor changed firm

  Itallo Roiz Fernandes Pereira left Ameriprise Financial Services, Llc for J.P. Morgan Securities Llc (registered 2025-06-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a36c7beb-39d9-4c6e-8fc6-a7f15e812960

First observed

May 5, 2025

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.