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.

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

Oct 1, 2010earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 10, 2021

First registration

Jul 22, 2021

Dual registered

no

Other names

DAVID ROGER BURRITT

IAPD individual key

5764226

• Occurred

  Aug 26, 2024
  Advisor changed firm

  David Burritt left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Avior Wealth Management, Llc (registered 2024-09-03)

  Form ADVobserved 5 days ago
• Occurred

  May 24, 2022
  Advisor changed firm

  David Burritt left J.P. Morgan Securities Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-05-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c33836a2-e2ff-08f5-21e0-b80284d99bd6

First observed

Jul 22, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.