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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
TX RA APPROVED 2019-10-10
  • TX RA
    APPROVED
    Since 2019-10-10

Branch Locations

9901 Ih-10 West, Suite 745 (Colonnade I Office Building), San Antonio, TX 78230 • 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
Cypress Wealth Advisors, Llc San Antonio TX 12/2012 10/2019
Nelson Van Denburg & Campbell Wealth Management Group, Llc Omaha NE 10/2019 09/2021
Avior Wealth Management, Llc Omaha NE 09/2021 Present
Previous Registrations
  • 2013-01-15 → 2019-10-23
    Shavano Park, TX
  • 2006-08-17 → 2013-02-19
    Summit Wealth Management, Inc
    San Antonio, TX
  • 2006-10-26 → 2006-12-31
    Summit Wealth Management,Inc
    San Antonio, TX
  • 2006-02-09 → 2006-08-17
    Summit Wealth Management,Inc
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-02-09
S63 Uniform Securities Agent State Law Examination 1994-09-29
  • S66 Uniform Combined State Law Examination
    2000-02-09
  • S63 Uniform Securities Agent State Law Examination
    1994-09-29
Designations
Other Names
  • John M Eaton
  • John Melville Eaton

View on SEC IAPD

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