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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-02 |
Branch Locations
3200 Douglas Blvd, Roseville, CA 95661 • United States
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Protection Point Advisors | Roseville | CA | 09/2019 | 12/2025 |
| Marketvital | Fair Oaks | CA | 01/2012 | 09/2019 |
| Avior Wealth Management, Llc | Roseville | CA | 01/2026 | Present |
?the name of the other business; Retireminting ?whether the business is investment-related; RE investment ?the address of the other business Registered Same as mine box 211 Shingle Springs CA 95682 ?the nature of the other business; Short Term Rental ?your position Owner ?title, or relationship with the other business; No relationship ?the start date of your relationship; July 01, 2025 ?the approximate number of hours/month you devote to the other business; 4 hours per month ?the number of hours you devote to the other business during securities trading hours Zero ?and briefly describe your duties relating to the other business; Overseeing the property manager and answering questions. This is hands-off business. It is managed 100% by a local RE manager ?the name of the other business; ?Retireminting ?whether the business is investment-related; yes ?the address of the other business; ?Box 211 shingle springs ca 95682 ?the nature of the other business; ?insurance ?your position; ?president ?title, or relationship with the other business; na ?the start date of your relationship; ?01/2020 ?the approximate number of hours/month ?you devote to the other business; ?zero ?the number of hours you devote to the other business during securities trading hours; ?zero ?and briefly describe your duties relating to the other business ?insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-30 |
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