DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jenny Gipson Fleming

Avidian Wealth Solutionsindependent RIAAustin, Tx IA-onlyIAPD 5149037
Certified Financial Planner · Personal Financial Specialist
Feed of 09/15/2026
Also filed as Jenny Lynn Gipson
At current firm
2 y
since May 21, 2024
In the industry
20 y
since May 18, 2006 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Wealth Advisorreportedavidianwealth.comfirm site, Sep 15, 2026
founder other
“Jenny founded Equistar Wealth Management in 2008, with the goal of providing tailored investment advice and solutions.”reportedavidianwealth.comthe sentence on the bio page
Years, as the firm states
25reportedavidianwealth.com“Jenny Fleming, who brings 25 years of experience to her clients, began her career as a comptroller for her family’s business.”
Professional profile
avidianwealth.com/team-member/jenny-flemingreportedavidianwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Jenny Gipson Fleming left Equistar Wealth Management Llc for Avidian Wealth Solutions (registered 2024-05-21)
    May 24, 2024 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
20derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address