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Advisor at AVIOR WEALTH MANAGEMENT, LLC
OMAHA, NE | BLOOMINGTON, IN
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 | Jul 8, 2024 | n/a | yes | BLOOMINGTON, IN|OMAHA, NE | Current employment |
| FIRST AMERICAN ADVISORY, LLC | n/a | Oct 9, 2015 | Dec 10, 2024 | no | BLOOMINGTON, IN | Previous registration |
| FIRST AMERICAN ADVISORY, LLC | n/a | May 24, 2002 | Dec 31, 2006 | no | BLOOMINGTON, IN | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Feb 1, 2002 | Feb 11, 2004 | no | BLOOMINGTON, IN|BLOOMINGTON, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST AMERICAN ADVISORY, LLC | AVIOR WEALTH MANAGEMENT, LLC | Dec 10, 2024 | Jul 8, 2024 | -155 | Firm change after gap | Other |
| PRINCIPAL SECURITIES, INC. | FIRST AMERICAN ADVISORY, LLC | Feb 11, 2004 | May 24, 2002 | -628 | Firm change after gap | Other |