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
Arrivals at Avior 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 |
|---|---|---|---|---|---|
| Sharlee Lorene Cretors | Tiger Eye Financial LLC unclassified | Avior Wealth Management, LLC independent RIA | Other | Nov 20, 2012 | May 25, 2023 (3838 d) |
| Kurt Cretors | Tiger Eye Financial LLC unclassified | Avior Wealth Management, LLC independent RIA | Other | Nov 20, 2012 | May 25, 2023 (3838 d) |
| Mark Edward Pogreba | Raymond James Financial Services Advisors, Inc other | Avior Wealth Management, LLC other | Other | Oct 29, 2012 | Oct 30, 2012 |
| Britt Edward Campbell | Campbell Wealth Management, Inc. unclassified | Avior Wealth Management, LLC other | Other | Mar 31, 2011 | Apr 5, 2011 |
| Kent Eric Nelson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Avior Wealth Management, LLC other | Other | Jan 13, 2009 | Jan 9, 2009 |
| Burton Lee Van Denburg | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Avior Wealth Management, LLC other | Other | Jan 13, 2009 | Jan 9, 2009 |
| Rodney Wayne Goben | Spc other | Avior Wealth Management, LLC other | Other | Dec 31, 2002 | Mar 6, 2012 (3353 d) |
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67 moves match.