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Advisor at AVIOR WEALTH MANAGEMENT, LLC
Springboro, OH | 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 | Feb 12, 2026 | n/a | yes | OMAHA, NE|Springboro, OH | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Jan 19, 2023 | Jun 2, 2025 | no | OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Oct 28, 2021 | Jan 6, 2023 | no | OMAHA, NE|SPRINGBORO, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | AVIOR WEALTH MANAGEMENT, LLC | Jun 2, 2025 | Feb 12, 2026 | 255 | Firm change | Ibd to RIA |
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Jan 6, 2023 | Jan 19, 2023 | 13 | Bulk transfer | RIA to ibd |