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Advisor at AVIOR WEALTH MANAGEMENT, LLC
OMAHA, NE | Fort Meyers, 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 | Apr 15, 2026 | n/a | yes | Fort Meyers, FL|OMAHA, NE | Current employment |
| PROTECTION POINT ADVISORS | Former SEC adviser | Aug 12, 2020 | Dec 31, 2025 | no | Fort Myers, FL|ROSEVILLE, CA | Previous registration |
| ADAGIO CAPITAL ADVISORS, INC | n/a | Apr 27, 2010 | Dec 31, 2021 | no | FORT MYERS, FL|FORT MYERS, FL | Previous registration |
| S.H. CAPITAL MANAGEMENT CORP. | State registered | Jun 25, 2008 | Jan 28, 2010 | no | BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROTECTION POINT ADVISORS | AVIOR WEALTH MANAGEMENT, LLC | Dec 31, 2025 | Apr 15, 2026 | 105 | Firm change | RIA to RIA |
| ADAGIO CAPITAL ADVISORS, INC | PROTECTION POINT ADVISORS | Dec 31, 2021 | Aug 12, 2020 | -506 | Firm change after gap | Other |
| S.H. CAPITAL MANAGEMENT CORP. | ADAGIO CAPITAL ADVISORS, INC | Jan 28, 2010 | Apr 27, 2010 | 89 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 291805:148674:CA:2025-12-31 | Dec 31, 2025 | Apr 15, 2026 | ROSEVILLE, CA | Firm change |