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Employer firm

Avior Wealth Management, LLC CRD 148674

$6.46B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Avior Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-20
CO RA APPROVED 2026-02-20
NH RA APPROVED 2026-02-20
TX RA APPROVED 2026-02-20
AZ RA APPROVED 2025-08-29
  • CA RA
    APPROVED
    Since 2026-02-20
  • CO RA
    APPROVED
    Since 2026-02-20
  • NH RA
    APPROVED
    Since 2026-02-20
  • TX RA
    APPROVED
    Since 2026-02-20
  • AZ RA
    APPROVED
    Since 2025-08-29

Branch Locations

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

14648 N. Scottsdale Rd., Suite 300, Scottsdale, AZ 85254 • United States

Scottsdale, AZ • 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
Unemployed Scottsdale AZ 10/2015 08/2016
U.S. Army El Paso TX 08/2016 01/2020
Unemployed Scottsdale AZ 01/2020 09/2021
U.S. Department Of Veteran Affairs Boulder CO 09/2021 05/2024
Silver Sky Capital Scottsdale AZ 05/2022 08/2022
Mercer Advisors Boulder CO 01/2024 04/2024
Unemployed Scottsdale AZ 04/2024 06/2025
Avior Wealth Management, Llc, Dba Sc Financial Services Scottsdale AZ 06/2025 Present
  • 10/2015 → 08/2016
    Unemployed
    Scottsdale, AZ
  • 08/2016 → 01/2020
    U.S. Army
    El Paso, TX
  • 01/2020 → 09/2021
    Unemployed
    Scottsdale, AZ
  • 09/2021 → 05/2024
    U.S. Department Of Veteran Affairs
    Boulder, CO
  • 05/2022 → 08/2022
    Silver Sky Capital
    Scottsdale, AZ
  • 01/2024 → 04/2024
    Mercer Advisors
    Boulder, CO
  • 04/2024 → 06/2025
    Unemployed
    Scottsdale, AZ
  • 06/2025 → Present
    Avior Wealth Management, Llc, Dba Sc Financial Services
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-31
  • S65 Uniform Investment Adviser Law Examination
    2025-07-31

View on SEC IAPD

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