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Current Employers
Avior Wealth Management, Llc

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-17
  • UT RA
    APPROVED
    Since 2026-02-17

Branch Locations

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

3200 Douglas Blvd., Suite 305, Roseville, CA 95661 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
One Financial Advisors Indianapolis IN 03/2004 12/2025
Protection Point Advisors Roseville CA 08/2020 12/2025
Avior Wealth Management, Llc Fruit Heights UT 01/2026 Present
  • 03/2004 → 12/2025
    One Financial Advisors
    Indianapolis, IN
  • 08/2020 → 12/2025
    Protection Point Advisors
    Roseville, CA
  • 01/2026 → Present
    Fruit Heights, UT
Previous Registrations
Other Businesses

?the name of the other business; Innovative Mortgage Alliance LLC ?whether the business is investment-related; NO ?the address of the other business; 12401 S 450 E STE F Draper UT 84020 ?the nature of the other business; Origination of First lien residential (4 units or less) Mortgage loans ?your position; Mortgage Originator ?title, or relationship with the other business; NO business ownership, simply Mortgage broker agent ?the start date of your relationship; Nov 2020 ?the approximate number of hours/month you devote to the other business; 0-10 ?the number of hours you devote to the other business during securities trading hours; 0-2/week ?and briefly describe your duties relating to the other business; take applications and locate bank (wholesale division) to provide appropriate loan (generally 30 yr fixed or 15 yr fixed, but occasionally ARMs). ?the name of the other business; Insurance Producer ?whether the business is investment-related; No ?the address of the other business; 160 N Village Dr., Fruit Heights, UT 84037 ?the nature of the other business; Insurance sales ?your position; Insurance Agent ?title, or relationship with the other business; No ownership nor title ?the start date of your relationship; 3/1/2004 ?the approximate number of hours/month you devote to the other business; 0-5 hrs/week ?the number of hours you devote to the other business during securities trading hours; 0-2 hrs/week ?and briefly describe your duties relating to the other business; Licensed insurance agent/producer selling insurance products (including life and Medicare products). Activity conducted through licensed insurance agencies; no discretionary authority over client assets. ?the name of the other business; Legally Mine LLC ?whether the business is investment-related; No ?the address of the other business; 1337 E 750 N Orem UT 84097 ?the nature of the other business; Asset Protection entity creation ?your position; Sales Representative ?title, or relationship with the other business; VP Business Development ?the start date of your relationship; 11/6/2023 ?the approximate number of hours/month you devote to the other business; 0-10 hrs/month ?the number of hours you devote to the other business during securities trading hours; 0-4 hrs/week ?and briefly describe your duties relating to the other business; Seminar sales at conferences, dinner events, or other prospect events. Explain business model of Legally Mine, enroll interested applicants. ?the name of the other business; Nexio (LDS Casting) ?whether the business is investment-related; No ?the address of the other business; 230 N State Street Orem UT 84057 ?the nature of the other business; Modeling and/or acting for Church related photos or videos ?your position; Actor ?title, or relationship with the other business; No ownership nor title ?the start date of your relationship; 1/8/2024 ?the approximate number of hours/month you devote to the other business; 0-8 hrs/month ?the number of hours you devote to the other business during securities trading hours; 0-8 hrs/month ?and briefly describe your duties relating to the other business; Pose or Act for photo shoots or video films (generally a "background" actor) with roles in English or American Sign Language ?the name of the other business; US Government | Census Bureau ?whether the business is investment-related; No ?the address of the other business; One Denver Federal Ctr Building 41, Stuie 2500, Denver CO 80225 ?the nature of the other business; Collect data for economic related surveys ?your position; Enumerator ?title, or relationship with the other business; Enumerator ?the start date of your relationship; 2/3/2020 ?the approximate number of hours/month you devote to the other business; 0-10 hrs/week ?the number of hours you devote to the other business during securities trading hours; 0-10 hrs/week ?and briefly describe your duties relating to the

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-25
S63 Uniform Securities Agent State Law Examination 2000-03-17
  • S65 Uniform Investment Adviser Law Examination
    2020-09-25
  • S63 Uniform Securities Agent State Law Examination
    2000-03-17

View on SEC IAPD

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