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Advisor at AVION WEALTH
THE WOODLANDS, 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 |
|---|---|---|---|---|---|---|
| AVION WEALTH | Independent wealth | Oct 13, 2025 | n/a | yes | THE WOODLANDS, TX | Current employment |
| PROVIDENT WEALTH ADVISORS, LLC | State registered | Feb 3, 2025 | Sep 19, 2025 | no | THE WOODLANDS, TX | Previous registration |
| OSAIC ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 22, 2024 | Dec 16, 2024 | no | THE WOODLANDS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROVIDENT WEALTH ADVISORS, LLC | AVION WEALTH | Sep 19, 2025 | Oct 13, 2025 | 24 | Firm change | Other |
| OSAIC ADVISORY SERVICES, LLC | PROVIDENT WEALTH ADVISORS, LLC | Dec 16, 2024 | Feb 3, 2025 | 49 | Firm change | Ibd to state RIA |