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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 2026-02-02
  • CA RA
    APPROVED
    Since 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

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
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
  • 09/2019 → 12/2025
    Protection Point Advisors
    Roseville, CA
  • 01/2012 → 09/2019
    Marketvital
    Fair Oaks, CA
  • 01/2026 → Present
    Roseville, CA
Previous Registrations
  • 2019-07-31 → 2025-12-31
    Protection Point Advisors
    Roseville, CA
    Walnut Creek, CA
Other Businesses

?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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-30
  • S65 Uniform Investment Adviser Law Examination
    2019-07-30

View on SEC IAPD

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