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.

Advisor moves

Departures from Avion Wealth

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Makemma Cockrell WolffAvion Wealth independent RIATheory Planning Partners state registeredRIA to a state-registered adviserMay 6, 2025Jul 8, 2025 (63 d)
Austin HilscherAvion Wealth independent RIAWillis Johnson Wealth independent RIARIA to RIASep 6, 2024Nov 12, 2024 (67 d)
Cydney Pineda NashAvion Wealth independent RIARhame & Gorrell Wealth Management independent RIARIA to RIANov 14, 2023Nov 14, 2023
Matthew David KirbyAvion Wealth independent RIACerity Partners LLC independent RIARIA to RIANov 14, 2023Jan 25, 2024 (72 d)
Austin ManningAvion Wealth independent RIAGranite Harbor Advisors, Inc. independent RIARIA to RIAMar 17, 2023Mar 29, 2023
Leilani Lyn ShorttAvion Wealth independent RIAFirst Allied Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2019May 14, 2020 (195 d)
Danielle Johnson SandovalAvion Wealth otherCreative Planning otherOtherMay 10, 2017May 23, 2017
Kathryn Marie RodriguezAvion Wealth otherTd Ameritrade, Inc. no RAUMOtherFeb 3, 2017Feb 28, 2017
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8 moves match.