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 Avier Wealth Advisors

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
Jason Z. RizkAvier Wealth Advisors independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJul 20, 2022Apr 17, 2023 (271 d)
Kaleb T StrawnAvier Wealth Advisors independent RIABrighton Jones LLC independent RIARIA to RIAMay 10, 2021Jul 7, 2021 (58 d)
Christopher Jordan EdwardsAvier Wealth Advisors independent RIAEmpirical Wealth Management independent RIARIA to RIAFeb 20, 2020Mar 9, 2020
Jennifer Paige LeeAvier Wealth Advisors independent RIAMerriman independent RIARIA to RIANov 8, 2019Dec 10, 2019 (32 d)
Taylor Evan DrakeAvier Wealth Advisors independent RIAMetrist Wealth Advisors independent RIARIA to RIAApr 12, 2019Feb 8, 2019
Shalina Renee MartosAvier Wealth Advisors independent RIAPersonal Investment Management Inc independent RIARIA to RIAApr 12, 2019Apr 22, 2019
Kathryn Shea HenningsenAvier Wealth Advisors otherKms Financial Services, Inc otherOtherJan 23, 2015Feb 9, 2015
Robert Edgar BedritisAvier Wealth Advisors otherSca otherOtherAug 9, 2013Mar 13, 2014 (216 d)
Julie Jean Cassatt-OlsenAvier Wealth Advisors otherFinancial Advisers Of America, LLC otherOtherJul 23, 2012Jan 25, 2013 (186 d)
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9 moves match.