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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 21, 2026 | n/a | yes | Roseville, CA|OMAHA, NE | Current employment |
| PROTECTION POINT ADVISORS | Former SEC adviser | Oct 12, 2018 | Dec 31, 2025 | no | Culver City, CA|ROSEVILLE, CA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Mar 11, 2009 | Feb 13, 2019 | no | CULVER CITY, CA | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Mar 3, 2003 | Mar 20, 2009 | no | CULVER CITY, CA|LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROTECTION POINT ADVISORS | AVIOR WEALTH MANAGEMENT, LLC | Dec 31, 2025 | Jan 21, 2026 | 21 | Firm change | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | PROTECTION POINT ADVISORS | Feb 13, 2019 | Oct 12, 2018 | -124 | Firm change after gap | Other |
| EAGLE STRATEGIES LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Mar 20, 2009 | Mar 11, 2009 | -9 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 291805:148674:CA:2025-12-31 | Dec 31, 2025 | Jan 21, 2026 | ROSEVILLE, CA | Firm change |
| 134139:291805:CA:2019-02-13 | Feb 13, 2019 | Oct 12, 2018 | CULVER CITY, CA | Firm change after gap |