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Tristan Raymond Kelly

Avior Wealth Management, LLC

Omaha, NE

Minnetonka, MN

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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
MN RA APPROVED 2024-07-17
  • MN RA
    APPROVED
    Since 2024-07-17

Branch Locations

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

11100 Wayzata Blvd Suite 210, Minnetonka, MN 55305 • 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
Avior Wealth Management, Llc Omaha NE 06/2022 Present
Unemployed Omaha NE 01/2022 06/2022
Thrivent Financial Omaha NE 09/2021 01/2022
Thrivent Financial Omaha NE 06/2021 08/2021
Student Omaha NE 08/2018 08/2021
Next Level Day Camp New Rochelle NY 05/2017 08/2018
Student New Rochelle NY 05/2013 05/2017
  • 06/2022 → Present
    Avior Wealth Management, Llc
    Omaha, NE
  • 01/2022 → 06/2022
    Unemployed
    Omaha, NE
  • 09/2021 → 01/2022
    Thrivent Financial
    Omaha, NE
  • 06/2021 → 08/2021
    Thrivent Financial
    Omaha, NE
  • 08/2018 → 08/2021
    Student
    Omaha, NE
  • 05/2017 → 08/2018
    Next Level Day Camp
    New Rochelle, NY
  • 05/2013 → 05/2017
    Student
    New Rochelle, NY
Designations

View on SEC IAPD

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