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Advisor at CAVU WEALTH ADVISORS, LLC
Reston, VA
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 |
|---|---|---|---|---|---|---|
| CAVU WEALTH ADVISORS, LLC | Independent wealth | May 7, 2026 | n/a | yes | Reston, VA | Current employment |
| CAVU WEALTH ADVISORS | Former SEC adviser | Jan 11, 2019 | May 29, 2023 | no | Reston, VA | Previous registration |
| CAVU WEALTH ADVISORS | Former SEC adviser | Oct 22, 2014 | Dec 31, 2018 | no | RESTON, VA | Previous registration |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Jun 14, 2013 | Jun 20, 2014 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAVU WEALTH ADVISORS | CAVU WEALTH ADVISORS, LLC | May 29, 2023 | May 7, 2026 | 1,074 | Channel change | RIA to RIA |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | CAVU WEALTH ADVISORS | Jun 20, 2014 | Oct 22, 2014 | 124 | Firm change | Other |