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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
CA RA APPROVED 2025-01-01
NE RA APPROVED 2024-10-23
  • CA RA
    APPROVED
    Since 2025-01-01
  • NE RA
    APPROVED
    Since 2024-10-23

Branch Locations

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

750 B Street, Suite 1610, San Diego, CA 92101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axiom Advisory, Llc San Diego CA 09/2017 10/2024
Julie Haidao Insurance Agency Chula Vista CA 01/2016 08/2017
Avior Wealth Management Omaha NE 10/2024 Present
  • 09/2017 → 10/2024
    Axiom Advisory, Llc
    San Diego, CA
  • 01/2016 → 08/2017
    Julie Haidao Insurance Agency
    Chula Vista, CA
  • 10/2024 → Present
    Avior Wealth Management
    Omaha, NE
Previous Registrations
  • 2020-11-25 → 2024-12-31
    Axiom Advisory, Llc
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-25
  • S65 Uniform Investment Adviser Law Examination
    2020-11-25
Other Names
  • Sali Haidao

View on SEC IAPD

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