Best Investors Account Sign in
Inactive

Robert Daniel Frusina

Avior Wealth Management, LLC

Houston, TX

Omaha, NE

Claim This Profile
Current Employers
Avior Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-29
  • TX RA
    APPROVED
    Since 2024-03-29

Branch Locations

510 Bering Drive Suite 240, Houston, TX 77057 • 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
Avior Wealth Management, Llc Omaha NE 01/2024 Present
Campion Capital Research Houston TX 05/2020 01/2024
Campion Capital Research Houston TX 05/2017 05/2020
Student - Work Study Houston TX 08/2016 05/2020
  • 01/2024 → Present
    Avior Wealth Management, Llc
    Omaha, NE
  • 05/2020 → 01/2024
    Campion Capital Research
    Houston, TX
  • 05/2017 → 05/2020
    Campion Capital Research
    Houston, TX
  • 08/2016 → 05/2020
    Student - Work Study
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-28
  • S65 Uniform Investment Adviser Law Examination
    2024-03-28

View on SEC IAPD

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor