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Advisor at AVIOR WEALTH MANAGEMENT, LLC
OMAHA, NE | Jacksonville Beach, FL
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 | Aug 25, 2017 | n/a | yes | OMAHA, NE|Jacksonville Beach, FL | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 15, 2014 | Aug 18, 2017 | no | OMAHA, NE | Previous registration |
| WADDELL & REED | Former SEC adviser | Oct 11, 2012 | Sep 9, 2014 | no | OMAHA, NE | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Feb 4, 2011 | Sep 5, 2012 | no | OMAHA, NE | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Feb 4, 2011 | Sep 5, 2012 | no | OMAHA, NE|Westlake, TX|OMAHA, NE|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | AVIOR WEALTH MANAGEMENT, LLC | Aug 18, 2017 | Aug 25, 2017 | 7 | Firm change | Other |
| WADDELL & REED | STRATEGIC ADVISERS LLC | Sep 9, 2014 | Sep 15, 2014 | 6 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Sep 5, 2012 | Feb 4, 2011 | -579 | Channel change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Sep 5, 2012 | Feb 4, 2011 | -579 | Firm change after gap | Other |