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 Aveo Capital Partners, 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.

AdvisorFromToTypeLeftRegistered
John Norman DaltonProvident Capital Management, Inc. unclassifiedAveo Capital Partners, LLC independent RIAOtherOct 1, 2025Nov 29, 2024
Brian R EllerForvis Mazars Wealth Advisors, LLC independent RIAAveo Capital Partners, LLC independent RIARIA to RIASep 12, 2024Oct 24, 2024 (42 d)
Ashli B CollinsCharles Schwab & Co., Inc. national BDAveo Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2024Mar 22, 2024 (72 d)
Kenneth Reid SenourMillennial Wealth Management, LLC state registeredAveo Capital Partners, LLC independent RIAOtherFeb 22, 2022Mar 2, 2022
James Lee BoothArbor Point Advisors BD affiliatedAveo Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 2, 2021Sep 3, 2021
Benjamin Troy WarwickFort Point Capital Partners LLC independent RIAAveo Capital Partners, LLC independent RIARIA to RIAJul 9, 2020Jun 23, 2020
Jeremy Michael ShevlinCresset Asset Management, LLC independent RIAAveo Capital Partners, LLC independent RIARIA to RIAApr 24, 2020Aug 10, 2020 (108 d)
Tami C CarrollCobiz Wealth otherAveo Capital Partners, LLC otherOtherFeb 23, 2018Feb 12, 2018
Marsha Newman NuttallAllstate Financial Advisors, LLC no RAUMAveo Capital Partners, LLC otherOtherNov 12, 2015Dec 10, 2015
Natalie Margaret NeatonCapital Investment Management otherAveo Capital Partners, LLC otherOtherJun 25, 2015May 20, 2014
Chad Aaron WilliamsFirst Allied Advisory Services, Inc. otherAveo Capital Partners, LLC otherOtherMay 27, 2014May 14, 2014
Rex Charles EmeryEquitable Advisors, LLC national BDAveo Capital Partners, LLC otherOtherMay 2, 2014Nov 12, 2014 (194 d)
Melissa Ann WagnerEquitable Advisors, LLC national BDAveo Capital Partners, LLC otherOtherMay 2, 2014Jan 16, 2017 (990 d)
Andrew Todd FeldmanEquitable Advisors, LLC national BDAveo Capital Partners, LLC otherOtherApr 17, 2014May 13, 2014
Alexander Grant CameronEquitable Advisors, LLC national BDAveo Capital Partners, LLC otherOtherApr 16, 2014May 13, 2014
Robert Bryan DouglasEquitable Advisors, LLC national BDAveo Capital Partners, LLC otherOtherApr 16, 2014May 13, 2014
Dean Douglas DowsonEquitable Advisors, LLC national BDAveo Capital Partners, LLC otherOtherApr 16, 2014May 13, 2014
Dana Fambrough BathAvant-Garde Advisors LLC otherAveo Capital Partners, LLC otherOtherApr 18, 2013Mar 21, 2013
Patrick Sean HendersonUBS Financial Services Inc. wirehouseAveo Capital Partners, LLC otherOtherSep 20, 2012Oct 23, 2012 (33 d)
Brian Patrick RorickUBS Financial Services Inc. wirehouseAveo Capital Partners, LLC otherOtherJul 25, 2011Jul 15, 2011
Michael Walter BeermannUBS Financial Services Inc. wirehouseAveo Capital Partners, LLC otherOtherJul 21, 2011Jul 15, 2011
Keys Ericson TinneyIpro One Management, Inc. unclassifiedAveo Capital Partners, LLC otherOtherSep 30, 2009Mar 20, 2017 (2728 d)
Chris Matthew RebichCrestone Asset Management LLC otherAveo Capital Partners, LLC otherOtherNov 21, 2005Mar 17, 2017 (4134 d)
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23 moves match.