Best Investors Account Sign in
Current Employers
Avior Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-01-27
  • UT RA
    APPROVED
    Since 2026-01-27

Branch Locations

3200 Douglas Blvd., Suite 305, 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
Chargeback.COm South Jordan UT 12/2015 03/2017
Protection Point Advisors Roseville CA 12/2022 12/2025
Glass Apps Salt Lake City UT 03/2017 12/2019
Gauzy Salt Lake City UT 12/2019 12/2021
Paychex Salt Lake City UT 12/2021 12/2022
Avior Wealth Management, Llc Draper UT 01/2026 Present
  • 12/2015 → 03/2017
    Chargeback.COm
    South Jordan, UT
  • 12/2022 → 12/2025
    Protection Point Advisors
    Roseville, CA
  • 03/2017 → 12/2019
    Glass Apps
    Salt Lake City, UT
  • 12/2019 → 12/2021
    Gauzy
    Salt Lake City, UT
  • 12/2021 → 12/2022
    Paychex
    Salt Lake City, UT
  • 01/2026 → Present
    Draper, UT
Previous Registrations
  • 2020-10-26 → 2025-12-31
    Protection Point Advisors
    Roseville, CA
    Draper, UT
Other Businesses

1 of 3 1.the name of the other business - 3 AM Education 2.whether the business is investment-related; This is not investment-related. 3.the address of the other business; 552 E Ports Cove, Draper, UT. 84040 4.the nature of the other business; It's an education platform for CPAs 5.your position; Managing Member 6.title, or relationship with the other business; Owner 7.the start date of your relationship; May 8, 2025 8.the approximate number of hours/month you devote to the other business; 6-10 9.the number of hours you devote to the other business during securities trading hours; 0 10.and briefly describe your duties relating to the other business; My duties are to research topics we can present to CPAs for continuing education, draft the script, build the presentation, and present the materials. 2.of 3 1.the name of the other business; Penn Mutal 2.whether the business is investment-related; No 3.the address of the other business; 552 E Ports Cove, Draper, UT. 84040 4.the nature of the other business; Life Insurance sales 5.your position; independent life insurance producer 6.title, or relationship with the other business; none. I'm appointed as an agent. 7.the start date of your relationship; Jan. 15, 2016 8.the approximate number of hours/month you devote to the other business; 5 9.the number of hours you devote to the other business during securities trading hours; 2 10.and briefly describe your duties relating to the other business; draft illustrations for clients looking to purchase life insurance. If the client wants the policy, I walk them through the application process. 3.of 3 1.the name of the other business; IHP Consulting 2.whether the business is investment-related; No 3.the address of the other business; 552 E Ports Cove, Draper, UT. 84040 4.the nature of the other business; managing social media accounts 5.your position; Principle 6.title, or relationship with the other business; Principle 7.the start date of your relationship; Feb. 9, 2015 8.the approximate number of hours/month you devote to the other business; 24 9.the number of hours you devote to the other business during securities trading hours; 20 10.and briefly describe your duties relating to the other business; managing social media accounts

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-10
  • S66 Uniform Combined State Law Examination
    2017-08-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Roseville, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor