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 Aviso Wealth Management

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
John Antonio PalmieriLPL Financial LLC BD affiliatedAviso Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2025Mar 18, 2025
Craig Russell LawlerCetera Investment Advisers LLC BD affiliatedAviso Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2023Oct 31, 2023
Kayla Jo WelkerCetera Investment Advisers LLC BD affiliatedAviso Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2023Oct 20, 2021
Diana KonCetera Investment Advisers LLC BD affiliatedAviso Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 3, 2023Oct 2, 2023
Bryant William BoswellCetera Investment Advisers LLC BD affiliatedAviso Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 3, 2023Oct 2, 2023
Joseph Alan PerryFirst Allied Advisory Services, Inc. BD affiliatedAviso Wealth Management otherOtherNov 13, 2020Jan 3, 2017
Timothy Stuart MickeyFirst Allied Advisory Services, Inc. BD affiliatedAviso Wealth Management otherOtherNov 12, 2020Jun 10, 2013
William Basil VerrillFirst Allied Advisory Services, Inc. BD affiliatedAviso Wealth Management otherOtherNov 12, 2020Jan 3, 2017
Joyce Anne ProvostFirst Allied Advisory Services, Inc. BD affiliatedAviso Wealth Management otherOtherNov 12, 2020Jan 8, 2013
Eduardo Saulo AlzonaFirst Allied Advisory Services, Inc. otherAviso Wealth Management otherOtherJul 31, 2017Oct 27, 2016
Jonathan Andrew MoyerFirst Allied Advisory Services, Inc. otherAviso Wealth Management otherOtherNov 23, 2015Jun 25, 2015
Joseph Alan PerryGunnallen Financial, Inc unclassifiedAviso Wealth Management otherOtherMar 31, 2010Jun 21, 2007
William Basil VerrillGunnallen Financial, Inc unclassifiedAviso Wealth Management otherOtherMar 31, 2010Jun 21, 2007
John Joseph CortaleGunnallen Financial, Inc unclassifiedAviso Wealth Management otherOtherMar 11, 2010Mar 9, 2010
Eduardo Saulo AlzonaGunnallen Financial, Inc unclassifiedAviso Wealth Management otherOtherMay 27, 2009May 26, 2009
Philip Laurence MurphyFlorida Investment Advisors otherAviso Wealth Management otherOtherOct 13, 2005Nov 14, 2005 (32 d)
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16 moves match.