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RIA / WealthAdvisorCertified Financial Planner31 years in industry

JOHN MELVILLE EATON

Advisor at AVIOR WEALTH MANAGEMENT, LLC

OMAHA, NE | San Antonio, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2006 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AVIOR WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 29, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Sep 29, 1994
First registration: Feb 9, 2006
Dual registered: no
Other names: JOHN M EATON|JOHN MELVILLE EATON
IAPD individual key: 2512711

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AVIOR WEALTH MANAGEMENT, LLC	Independent wealth	Oct 10, 2019	n/a	yes	San Antonio, TX\|OMAHA, NE	Current employment
CYPRESS WEALTH ADVISORS, LLC	State registered	Jan 15, 2013	Oct 23, 2019	no	SHAVANO PARK, TX	Previous registration
SUMMIT WEALTH MANAGEMENT,INC	n/a	Oct 26, 2006	Dec 31, 2006	no	SAN ANTONIO, TX	Previous registration
SUMMIT WEALTH MANAGEMENT, INC	Former SEC adviser	Aug 17, 2006	Feb 19, 2013	no	SAN ANTONIO, TX	Previous registration
SUMMIT WEALTH MANAGEMENT,INC	n/a	Feb 9, 2006	Aug 17, 2006	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CYPRESS WEALTH ADVISORS, LLC	AVIOR WEALTH MANAGEMENT, LLC	Oct 23, 2019	Oct 10, 2019	-13	Firm change	Other
SUMMIT WEALTH MANAGEMENT, INC	SUMMIT WEALTH MANAGEMENT,INC	Feb 19, 2013	Oct 26, 2006	-2,308	Firm change after gap	Other
SUMMIT WEALTH MANAGEMENT,INC	CYPRESS WEALTH ADVISORS, LLC	Dec 31, 2006	Jan 15, 2013	2,207	Firm change after gap	Other
SUMMIT WEALTH MANAGEMENT,INC	SUMMIT WEALTH MANAGEMENT, INC	Aug 17, 2006	Aug 17, 2006	0	Firm change	Other

Relationships

Registered with (4)

→ AVIOR WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 10, 2019 to presentfactForm ADV
→ CYPRESS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 15, 2013 to Oct 23, 2019factForm ADV
→ SUMMIT WEALTH MANAGEMENT, INCRegistered adviserregistration: previous registration
Aug 17, 2006 to Feb 19, 2013factForm ADV
→ SUMMIT WEALTH MANAGEMENT,INCRegistered adviserregistration: previous registration
Oct 26, 2006 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.