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Pijus Bulvinas

Pijus Bulvinas

WEALTH AND PLAN
CYPRESS, TX
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CRD#: 6700971
Pijus Bulvinas

Professional summary

Pijus Bulvinas, CFP®, who also goes by Pj Bulvinas, is a registered financial advisor currently at WEALTH AND PLAN located in Cypress, Texas.

Pijus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Pijus has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Pj Bulvinas

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) - RIA

Click below to view Pijus Bulvinas's CRS (Customer Relationship Summary).

Certified licenses

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

Certified Financial Planner

Start date: 2022

Experience

Current

February 18, 2026 - Present

WEALTH AND PLAN

RIA
CRD#: 339344
CYPRESS, TX
Past

April 9, 2021 - February 3, 2026

GRANITE HARBOR ADVISORS, INC.

RIA
CRD#: 179523
HOUSTON, TX
Past

November 29, 2018 - January 7, 2019

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Houston, TX
Past

November 29, 2018 - March 29, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Houston, TX
Past

September 10, 2018 - November 5, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HOUSTON, TX
Past

August 1, 2018 - November 5, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HOUSTON, TX

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/7/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/1/2018
General Securities Representative Examination

Current Firm

WA
WEALTH AND PLAN
WEALTH AND PLAN | WEALTH AND PLAN LLC

CRD#: 339344 / SEC#:

Texas
Registered Investment Advisory firm - (2/18/2026 Approved)
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Contact information

Main Address
Cypress, TX
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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.

Company Information

WEALTH AND PLAN

CRD#: 339344Cypress, TX

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