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 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alexander Amundson | Ameriprise Financial Services, LLC national BD | Avion Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 14, 2026 | Apr 13, 2026 |
| Ashley Leanne Owens | Provident Wealth Advisors, LLC state registered | Avion Wealth independent RIA | Other | Sep 19, 2025 | Oct 13, 2025 |
| Matthew David Kirby | Park Avenue Securities LLC BD affiliated | Avion Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2023 | Apr 3, 2023 |
| Christopher James Mcbee | Invesco Advisers, Inc. asset manager | Avion Wealth independent RIA | Other | Jun 20, 2019 | Mar 29, 2023 (1378 d) |
| Danielle Johnson Sandoval | Morgan Stanley wirehouse | Avion Wealth other | Other | Jun 30, 2016 | Aug 6, 2016 (37 d) |
| Kathryn Marie Rodriguez | Mercer Global Advisors Inc. other | Avion Wealth other | Other | Apr 20, 2016 | May 17, 2016 |
| Carl Hoppe Christensen | Iaas unclassified | Avion Wealth other | Other | Dec 31, 2014 | Dec 23, 2014 |
| Ashley Dominey Stewart | LPL Financial LLC other | Avion Wealth other | Other | Oct 16, 2013 | Jan 2, 2014 (78 d) |
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8 moves match.