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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-15 |
Branch Locations
Fort Meyers, FL • United States
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adagio Capital Advisors, Inc. | Ft. Myers | FL | 02/2010 | 02/2020 |
| Protection Point Advisors | Fort Myers | FL | 02/2020 | 12/2025 |
| Avior Wealth Management, Llc | Fort Myers | FL | 01/2026 | Present |
1)ADAGIO FINANCIAL GROUP, INC.; INVESTMENT-RELATED; FT. MYERS, FL; LIFE AND FIXED ANNUITY; PRESIDENT; 2/2010; 20 HRS/MO. SPENT IN THIS BUSINESS; SALES AND MARKETING SELF EMPLOYED; INVESTMENT-RELATED; FT. MYERS, FL; INSURANCE SERVICES; INSURANCE AGENT; 02/2000.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-03 |
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