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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 2026-01-15
  • CA RA
    APPROVED
    Since 2026-01-15

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
Sonoma State University Rohnert Park CA 08/2019 08/2020
Greenhaven Soccer Club Sacramento CA 04/2015 05/2019
4 Leaf Pleasanton CA 08/2020 08/2021
Sonoma State University Rohnert Park CA 08/2021 05/2023
Job Search Fair Oaks CA 05/2023 09/2023
Protection Point Advisors Roseville CA 09/2023 12/2025
Bella Vista High School Fair Oaks CA 08/2015 05/2019
Avior Wealth Management, Llc Gold River CA 01/2026 Present
  • 08/2019 → 08/2020
    Sonoma State University
    Rohnert Park, CA
  • 04/2015 → 05/2019
    Greenhaven Soccer Club
    Sacramento, CA
  • 08/2020 → 08/2021
    4 Leaf
    Pleasanton, CA
  • 08/2021 → 05/2023
    Sonoma State University
    Rohnert Park, CA
  • 05/2023 → 09/2023
    Job Search
    Fair Oaks, CA
  • 09/2023 → 12/2025
    Protection Point Advisors
    Roseville, CA
  • 08/2015 → 05/2019
    Bella Vista High School
    Fair Oaks, CA
  • 01/2026 → Present
    Gold River, CA
Previous Registrations
  • 2024-03-25 → 2025-12-31
    Protection Point Advisors
    Roseville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-25
  • S65 Uniform Investment Adviser Law Examination
    2024-03-25

View on SEC IAPD

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