DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 | Aug 12, 2021 | n/a | yes | OMAHA, NE | Current employment |
| SILVERLEAF ADVISOR GROUP, LLC | Former SEC adviser | Apr 19, 2017 | Aug 6, 2021 | no | OMAHA, NE | Previous registration |
| AVIOR WEALTH MANAGEMENT, LLC | Independent wealth | Oct 30, 2012 | Apr 18, 2017 | no | OMAHA, NE | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 2, 2009 | Oct 29, 2012 | no | PAPILLION, NE | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Apr 16, 2002 | Jan 2, 2009 | no | PAPILLION, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SILVERLEAF ADVISOR GROUP, LLC | AVIOR WEALTH MANAGEMENT, LLC | Aug 6, 2021 | Aug 12, 2021 | 6 | Firm change | RIA to RIA |
| AVIOR WEALTH MANAGEMENT, LLC | SILVERLEAF ADVISOR GROUP, LLC | Apr 18, 2017 | Apr 19, 2017 | 1 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | AVIOR WEALTH MANAGEMENT, LLC | Oct 29, 2012 | Oct 30, 2012 | 1 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 2, 2009 | Jan 2, 2009 | 0 | Bulk transfer | Other |