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Detailed Report
Sali Shamoun
Sali Haidao
CRD#: 6674430
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Investment Adviser
AVIOR WEALTH MANAGEMENT, LLCCRD#: 148674 750 B STREET, SUITE 1610
SAN DIEGO, CA 92101
Registration History
2020202120222023202420252026IAAVIOR WEALTH MANAGEMENT, LLC (CRD# 148674)2024 - Present (<1 year)IAAXIOM ADVISORY, LLC (CRD# 131540)2020 - 2024 (4 years)
License(s)

State Registrations

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California 10/25/2024
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Nebraska 10/23/2024
Current Registration(s)
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AVIOR WEALTH MANAGEMENT, LLC (CRD#:148674)
750 B STREET, SUITE 1610, SAN DIEGO, CA 92101
Registered with this firm since 10/23/2024
Previous Registration(s)
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 11/25/2020 - 12/31/2024 AXIOM ADVISORY, LLC (CRD#:131540) SAN DIEGO, 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.