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 Avitas Wealth Management, LLC
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Greg Robert Satz | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 18, 2025 |
| Nathaniel Steven Downes | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 21, 2025 |
| Eric H. Taslitz | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 22, 2025 |
| Gunit Kaur Bedi | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 21, 2025 |
| James Scott Duncanson | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 17, 2025 |
| Peter S Lee | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 21, 2025 |
| Amit Josef | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 22, 2025 |
| Kirstie Nichole Hunt | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 21, 2025 |
| Rebecca Ann Rang | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 19, 2025 |
| Thomas Franz Ryan | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 22, 2025 |
| Elbert Huang Liu | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 5, 2026 (347 d) |
| Alexander James Rezzo | Avitas Wealth Management, LLC independent RIA | Andante Financial state registered | RIA to a state-registered adviser | Jan 27, 2022 | Feb 9, 2022 |
Page 1 of 1
12 moves match.