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 Avier Wealth Advisors

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
Madison WilliamsKaizen Financial Advisors, LLC independent RIAAvier Wealth Advisors independent RIARIA to RIAApr 7, 2025Jun 9, 2025 (63 d)
Tiffany Chiang StonerBadgley Phelps Wealth Managers independent RIAAvier Wealth Advisors independent RIARIA to RIASep 19, 2024Oct 16, 2024
Katelynn Anne TothAlaska Wealth Advisors independent RIAAvier Wealth Advisors independent RIARIA to RIAMay 23, 2024May 17, 2024
Samantha Viviane TorresVista Capital Partners, Inc. independent RIAAvier Wealth Advisors independent RIARIA to RIAMay 1, 2023Jul 18, 2023 (78 d)
Saloni GuptaHightower Advisors, LLC BD affiliatedAvier Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 22, 2023Mar 22, 2023
Marisol B FungDynamic independent RIAAvier Wealth Advisors independent RIARIA to RIAMar 31, 2022May 27, 2022 (57 d)
Jason Z. RizkEquitable Advisors, LLC national BDAvier Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 23, 2021Aug 10, 2021
Aaren N StrandParacle Advisors LLC independent RIAAvier Wealth Advisors independent RIARIA to RIAMay 19, 2021Sep 21, 2021 (125 d)
Alexander Ostergard KriderEquitable Advisors, LLC national BDAvier Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 10, 2018Jan 16, 2024 (1924 d)
Jennifer Paige LeeEdward Jones national BDAvier Wealth Advisors otherOtherOct 18, 2017Nov 14, 2017
Christopher Jordan EdwardsRobare & Jones Wealth Management otherAvier Wealth Advisors otherOtherMar 11, 2016Mar 21, 2016
Shalina Renee MartosMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAvier Wealth Advisors otherOtherNov 19, 2014Mar 21, 2016 (488 d)
Robert Edgar BedritisProvest Capital Management LLC otherAvier Wealth Advisors otherOtherJun 28, 2012Apr 22, 2013 (298 d)
Kathryn Shea HenningsenRetirement Asset Management, LLC otherAvier Wealth Advisors no RAUMOtherJun 28, 2012Apr 16, 2012
David Keith WeltyRetirement Asset Management, LLC otherAvier Wealth Advisors otherOtherJun 28, 2012Apr 17, 2012
Taylor Evan DrakeRetirement Asset Management, LLC otherAvier Wealth Advisors no RAUMOtherJun 28, 2012Apr 16, 2012
Julie Jean Cassatt-OlsenRetirement Asset Management, LLC otherAvier Wealth Advisors no RAUMOtherJun 28, 2012Apr 16, 2012
Lars Lee PhillipsRetirement Asset Management, LLC otherAvier Wealth Advisors no RAUMOtherJun 28, 2012Apr 16, 2012
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18 moves match.