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Detailed Report
David Burritt
DAVID ROGER BURRITT
CRD#: 5764226
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Investment Adviser
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Previous Broker
AVIOR WEALTH MANAGEMENT, LLCCRD#: 148674 14301 FIRST NATIONAL BANK PARKWAY
SUITE 410
OMAHA, NE 68154
Registration History
2021202220232024202520262 FIRMS2021 - 2022 (1 year)2 FIRMS2022 - 2024 (2 years)IAAVIOR WEALTH MANAGEMENT, LLC (CRD# 148674)2024 - Present (<1 year)
License(s)

State Registrations

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California 9/3/2024
Current Registration(s)
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AVIOR WEALTH MANAGEMENT, LLC (CRD#:148674)
14301 FIRST NATIONAL BANK PARKWAY SUITE 410, OMAHA, NE 68154
Registered with this firm since 9/3/2024
Previous Registration(s)
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 05/23/2022 - 08/26/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SANTA ROSA, CA
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 05/23/2022 - 08/26/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SANTA ROSA, CA
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 07/22/2021 - 05/24/2022 J.P. MORGAN SECURITIES LLC (CRD#:79) SANTA ROSA, CA
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 04/30/2021 - 05/24/2022 J.P. MORGAN SECURITIES LLC (CRD#:79) SANTA ROSA, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.