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Advisor at AVIOR WEALTH MANAGEMENT, LLC
PLANO, TX
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 12, 2023 | n/a | yes | PLANO, TX | Current employment |
| STOWE FINANCIAL PLANNING, L.L.C. | Former SEC adviser | Oct 17, 2001 | Dec 31, 2023 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STOWE FINANCIAL PLANNING, L.L.C. | AVIOR WEALTH MANAGEMENT, LLC | Dec 31, 2023 | Apr 12, 2023 | -263 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 116084:148674:TX:2023-12-31 | Dec 31, 2023 | Apr 12, 2023 | PLANO, TX | Firm change after gap |