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Advisor at AVIOR WEALTH MANAGEMENT, LLC
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 | Jun 22, 2021 | n/a | yes | OMAHA, NE | Current employment |
| EDWARD JONES | National bd RIA | Aug 13, 2013 | Jun 1, 2021 | no | ST LOUIS, MO|OMAHA, NE|Omaha, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | AVIOR WEALTH MANAGEMENT, LLC | Jun 1, 2021 | Jun 22, 2021 | 21 | Firm change | Ibd to RIA |