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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

MITCHELL STEVEN AVNET

Advisor at MELIUS RESEARCH

New York, NY | NEW YORK, NY

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Search this name across graphsid dfx:ria:d84ec37f-a05e-3081-76c2-0e16ca9d43cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 27, 2001 to Sep 14, 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: MELIUS RESEARCH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 7, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 7, 1994
First registration: Dec 27, 2001
Dual registered: yes, broker-dealer
Other names: MITCH AVNET
IAPD individual key: 2267190

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
MELIUS RESEARCH	State registered	Sep 2, 2021	n/a	yes	NEW YORK, NY\|New York, NY	Current employment
PINHOOK CAPITAL, LLC	Former SEC adviser	Apr 25, 2018	Sep 30, 2020	no	New York, NY\|SAN DIEGO, CA	Previous registration
LUCIA CAPITAL GROUP	Former SEC adviser	Nov 21, 2013	Apr 29, 2015	no	SAN DIEGO, CA	Previous registration
OSAIC FS, INC.	Former SEC adviser	Jul 27, 2011	Dec 31, 2012	no	CONCORD, NH	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Feb 14, 2008	Mar 14, 2011	no	PITTSBURGH, PA	Previous registration
J.J.B. HILLIARD, W.L. LYONS, LLC	Former SEC adviser	Apr 11, 2007	Apr 3, 2008	no	LOUISVILLE, KY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 27, 2001	Jul 9, 2003	no	NEW YORK, NY	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
PINHOOK CAPITAL, LLC	MELIUS RESEARCH	Sep 30, 2020	Sep 2, 2021	337	Firm change	Other
LUCIA CAPITAL GROUP	PINHOOK CAPITAL, LLC	Apr 29, 2015	Apr 25, 2018	1,092	Firm change after gap	Other
OSAIC FS, INC.	LUCIA CAPITAL GROUP	Dec 31, 2012	Nov 21, 2013	325	Firm change	Other
PNC WEALTH MANAGEMENT	OSAIC FS, INC.	Mar 14, 2011	Jul 27, 2011	135	Firm change	Other
J.J.B. HILLIARD, W.L. LYONS, LLC	PNC WEALTH MANAGEMENT	Apr 3, 2008	Feb 14, 2008	-49	Firm change after gap	Other
WELLS FARGO ADVISORS	J.J.B. HILLIARD, W.L. LYONS, LLC	Jul 9, 2003	Apr 11, 2007	1,372	Firm change after gap	Other

Relationships

Registered with (7)

→ MELIUS RESEARCHRegistered adviserregistration: current employment
Sep 2, 2021 to presentfactForm ADV
→ PINHOOK CAPITAL, LLCRegistered adviserregistration: previous registration
Apr 25, 2018 to Sep 30, 2020factForm ADV
→ LUCIA CAPITAL GROUPRegistered adviserregistration: previous registration
Nov 21, 2013 to Apr 29, 2015factForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
Jul 27, 2011 to Dec 31, 2012factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 14, 2008 to Mar 14, 2011factForm ADV
→ J.J.B. HILLIARD, W.L. LYONS, LLCRegistered adviserregistration: previous registration
Apr 11, 2007 to Apr 3, 2008factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 27, 2001 to Jul 9, 2003factForm ADV

Dated events

No dated event names this entity yet.