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 |
|---|---|---|---|---|---|
| Alek John Sokoloski | Ironwood Investment Counsel, LLC independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Mar 15, 2026 | Apr 10, 2026 |
| William David Richardson | Sound Income Strategies, LLC independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Feb 20, 2026 | Feb 23, 2026 |
| Richard Lee Watson | Protection Point Advisors independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Jan 21, 2026 |
| Michael Jude Clarke | Protection Point Advisors independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Jan 21, 2026 |
| John Joseph Heck | Protection Point Advisors independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Apr 15, 2026 (105 d) |
| Stephen Michael Holmes | Protection Point Advisors independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Jan 27, 2026 |
| Mark Jon Wyhlidko | Protection Point Advisors independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Jan 14, 2026 |
| Michael John Welker | Protection Point Advisors independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Feb 17, 2026 (48 d) |
| Cheryl C Blakey | Protection Point Advisors independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Jan 14, 2026 |
| Michael Clark | Protection Point Advisors independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Jan 27, 2026 |
| Patrick Salimi | Protection Point Advisors independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Feb 2, 2026 (33 d) |
| Evan Harris Farr | Protection Point Advisors independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Jun 22, 2026 (173 d) |
| Ari Sommer | Protection Point Advisors independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Sep 9, 2026 (252 d) |
| Nathan Salimi | Protection Point Advisors independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Jan 15, 2026 |
| Dylan Thomas Gaver | The Sherrington Group state registered | Avior Wealth Management, LLC independent RIA | Other | Dec 9, 2025 | Jun 6, 2025 |
| Christopher Joseph Meyer | Orion Portfolio Solutions, LLC BD affiliated | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2025 | Feb 12, 2026 (255 d) |
| Michael Paul Skolnick | Axiom Advisory, LLC independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2024 | Oct 17, 2025 (290 d) |
| Sali Shamoun | Axiom Advisory, LLC independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2024 | Oct 23, 2024 |
| Clint Stephen Fish | First American Advisory, LLC unclassified | Avior Wealth Management, LLC independent RIA | Other | Dec 10, 2024 | Jul 8, 2024 |
| David Burritt | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Avior Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Aug 26, 2024 | Sep 3, 2024 |
| Kevin Thomas Fix | Fullen Financial Group, Inc. independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | May 7, 2024 | May 8, 2024 |
| Breanna Renee Beck | Fullen Financial Group, Inc. independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | May 7, 2024 | May 31, 2024 |
| Justin Steven Seidenwand | Fullen Financial Group, Inc. independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | May 7, 2024 | May 31, 2024 |
| Jeremy Michael Palensky | Raymond James Financial Services Advisors, Inc BD affiliated | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2024 | May 8, 2024 |
| Stephanie Brianna Linkenheld | Robert W. Baird & Co. Incorporated mixed wealth | Avior Wealth Management, LLC independent RIA | RIA to RIA | Apr 4, 2024 | Feb 12, 2026 (679 d) |
| Justin Michael Reineke | UBS Financial Services Inc. wirehouse | Avior Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Mar 20, 2024 | Mar 29, 2024 |
| Kent Douglas Kuhlmann | Cwm, LLC BD affiliated | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 20, 2024 | Nov 14, 2025 (633 d) |
| Mary Kathryn Campion | Champion Capital Research, Inc. mixed wealth | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2023 | Jan 4, 2024 |
| Alex Robert Stowe | Stowe Financial Planning, L.L.C. independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2023 | Apr 12, 2023 |
| Roddy Wayne Warren | Stowe Financial Planning, L.L.C. independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2023 | Apr 12, 2023 |
| Lee Stanley Martin | Financial Advocates Investment Management independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Oct 10, 2023 | Oct 16, 2023 |
| Luke Alexander Humble | LPL Financial LLC BD affiliated | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 7, 2023 | Aug 15, 2023 |
| Tiffany Elaine Riedel | S.C. Financial Services, Inc. independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Mar 15, 2023 | Jul 19, 2023 (126 d) |
| Adam Cervantes | The Financial Advisory Group, LLC independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Dec 6, 2022 | Aug 7, 2023 (244 d) |
| Curtis Lee Smith | Capital Wealth Alliance, LLC independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Oct 13, 2022 | Oct 14, 2022 |
| Morris Lynn Monroe | Woodlands Asset Management Inc independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Oct 5, 2022 | Oct 5, 2022 |
| David Paul Vaughan | Woodlands Asset Management Inc independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Oct 5, 2022 | Oct 4, 2022 |
| Ryan Daniel Mcquillan | Pruco Securities, LLC BD affiliated | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2022 | Jul 12, 2022 |
| Sandra Koppen Loewen | Montgomery Taylor Wealth Management independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Jul 1, 2022 | Jul 8, 2022 |
| Klaus Gerhard Steinke | Silver Oak Securities, Inc. BD affiliated | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 15, 2021 | Nov 17, 2021 |
| Bruce Cameron Kuehl | Lifestage Wealth Management LLC independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Oct 26, 2021 | Aug 18, 2025 (1392 d) |
| Nathanael Micah Hahm | Lifestage Wealth Management LLC independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Oct 26, 2021 | Sep 2, 2021 |
| Mark Edward Pogreba | Silverleaf Advisor Group, LLC independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Aug 6, 2021 | Aug 12, 2021 |
| Michael Dennis Pflueger,Jr. | Edward Jones national BD | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 1, 2021 | Jun 22, 2021 |
| Scott Timothy Cavey | Cetera Advisors LLC BD affiliated | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2020 | May 13, 2020 |
| Timothy David Mollak | Cetera Advisors LLC BD affiliated | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2020 | Jan 21, 2026 (2088 d) |
| Joshua Samuel Heiden | Usaa Investment Services Company BD affiliated | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 28, 2019 | Oct 16, 2019 |
| John Melville Eaton | Cypress Wealth Advisors, LLC state registered | Avior Wealth Management, LLC independent RIA | Other | Oct 23, 2019 | Oct 10, 2019 |
| Christopher Neil Trub | Usaa Investment Services Company BD affiliated | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2019 | Jul 16, 2019 |
| Ryan Scott Elkins | Usaa Investment Services Company BD affiliated | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2019 | May 17, 2019 |
| Roger Scott Sawtelle | Sawtelle Financial Management independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Apr 29, 2019 | Jun 17, 2019 (49 d) |
| Steven Richard Ryherd | Edward Jones national BD | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 19, 2018 | Oct 31, 2018 |
| William Evans Shafroth | Fidelity Personal And Workplace Advisors BD affiliated | Avior Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 24, 2018 | Oct 31, 2018 (37 d) |
| Donald Wayne Stanley | Strategic Advisers LLC national BD | Avior Wealth Management, LLC other | Other | Aug 18, 2017 | Aug 25, 2017 |
| Jessica Leigh Stanley | Waddell & Reed other | Avior Wealth Management, LLC independent RIA | Other | Aug 17, 2017 | Aug 12, 2019 (725 d) |
| Cynthia Jean Bohrer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Avior Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Mar 6, 2017 | Oct 31, 2018 (604 d) |
| Anthony L Cerone | Lutz Financial other | Avior Wealth Management, LLC other | Other | Feb 3, 2016 | Feb 4, 2016 |
| Stephen Rosman Patterson | Lutz Financial other | Avior Wealth Management, LLC other | Other | Dec 3, 2015 | Dec 14, 2015 |
| John Wayne Mcmannama | Mcmannama & Associates other | Avior Wealth Management, LLC other | Other | Oct 7, 2015 | Oct 7, 2015 |
| Andrea Patricia Mcmahon | Westwood Wealth Management other | Avior Wealth Management, LLC other | Other | Nov 5, 2013 | Nov 7, 2013 |
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67 moves match.