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Advisor at AVIOR WEALTH MANAGEMENT, LLC
Roseville, CA | OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT, LLC | Independent wealth | Jan 14, 2026 | n/a | yes | Roseville, CA|OMAHA, NE | Current employment |
| PROTECTION POINT ADVISORS | Former SEC adviser | Oct 11, 2023 | Dec 31, 2025 | no | Kirkwood, PA|ROSEVILLE, CA | Previous registration |
| EAGLES COAST WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 9, 2019 | Oct 3, 2023 | no | DANIEL ISLAND, SC|Kirkwood, PA|DANIEL ISLAND, SC | Previous registration |
| SANTANDER SECURITIES | Bd affiliated wealth | Feb 27, 2017 | Oct 5, 2018 | no | CHERRY HILL, NJ|West Chester, PA|Villanova, PA|West Chester, PA|PARKESBURG, PA|Exton, PA|Folsom, PA|Springfield, PA|Marcus Hook, PA|Kennett Square, PA|Wilmington, DE|Bethlehem, PA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Feb 2, 2016 | Feb 17, 2017 | no | PHILADELPHIA, PA|CHARLOTTE, NC|ALLENTOWN, PA|WEST CHESTER, PA|CONSHOHOCKEN, PA|WEST CHESTER, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROTECTION POINT ADVISORS | AVIOR WEALTH MANAGEMENT, LLC | Dec 31, 2025 | Jan 14, 2026 | 14 | Firm change | RIA to RIA |
| EAGLES COAST WEALTH MANAGEMENT, LLC | PROTECTION POINT ADVISORS | Oct 3, 2023 | Oct 11, 2023 | 8 | Firm change | RIA to RIA |
| SANTANDER SECURITIES | EAGLES COAST WEALTH MANAGEMENT, LLC | Oct 5, 2018 | Oct 9, 2019 | 369 | Firm change | Ibd to RIA |
| BB&T INVESTMENT SERVICES, INC. | SANTANDER SECURITIES | Feb 17, 2017 | Feb 27, 2017 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 291805:148674:CA:2025-12-31 | Dec 31, 2025 | Jan 14, 2026 | ROSEVILLE, CA | Firm change |