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RIA / WealthAdvisor24 years in industry

MARY PATRICIA TUPPER

Advisor at BISON WEALTH, LLC

ATLANTA, GA | HUNTINGTON, NY

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Search this name across graphsid dfx:ria:135af8dd-93d5-8652-cfd8-a69fd5166a84

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 11, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BISON WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 11, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Apr 2, 2013
First registration: Apr 11, 2002
Dual registered: no
Other names: MARY PATRICIA JANCO|MARY PATRICIA GAUTIERI|MARY PATRICIA TOPPER|MARY PATRICIA TUPPER|MARY PA TUPPER|MARY PA JANCO-TUPPER
IAPD individual key: 3239774

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BISON WEALTH, LLC	Independent wealth	Jan 3, 2025	n/a	yes	HUNTINGTON, NY\|ATLANTA, GA	Current employment
BISON WEALTH, LLC	Former SEC adviser	Jul 14, 2023	Dec 31, 2024	no	ATLANTA, GA\|Huntington, NY	Previous registration
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	Independent wealth	Jul 1, 2021	Jul 17, 2023	no	LOS ANGELES, CA\|New York, NY	Previous registration
CAPITAL BANK AND TRUST COMPANY	Asset manager	Mar 27, 2018	Jul 1, 2021	no	New York, NY\|New York, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 3, 2013	Feb 13, 2018	no	MINNEAPOLIS, MN\|CHARLOTTE, NC\|MELVILLE, NY\|MINNEAPOLIS, MN	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 29, 2007	Sep 3, 2009	no	UNIONDALE, NY	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Apr 11, 2002	May 29, 2007	no	UNIONDALE, NY\|UNIONDALE, NY\|UNIONDALE, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BISON WEALTH, LLC	BISON WEALTH, LLC	Dec 31, 2024	Jan 3, 2025	3	Channel change	RIA to RIA
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	BISON WEALTH, LLC	Jul 17, 2023	Jul 14, 2023	-3	Firm change	RIA to RIA
CAPITAL BANK AND TRUST COMPANY	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	Jul 1, 2021	Jul 1, 2021	0	Bulk transfer	RIA to new firm
WELLS FARGO ADVISORS	CAPITAL BANK AND TRUST COMPANY	Feb 13, 2018	Mar 27, 2018	42	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	Sep 3, 2009	Apr 3, 2013	1,308	Firm change after gap	Other
CITICORP INVESTMENT SERVICES	CITIGROUP GLOBAL MARKETS INC.	May 29, 2007	May 29, 2007	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
165931:299805:NY:2024-12-31	Dec 31, 2024	Jan 3, 2025	HUNTINGTON, NY	Firm change

Relationships

Registered with (7)

→ BISON WEALTH, LLCRegistered adviserregistration: current employment
Jan 3, 2025 to presentfactForm ADV
→ BISON WEALTH, LLCRegistered adviserregistration: previous registration
Jul 14, 2023 to Dec 31, 2024factForm ADV
→ CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 1, 2021 to Jul 17, 2023factForm ADV
→ CAPITAL BANK AND TRUST COMPANYRegistered adviserregistration: previous registration
Mar 27, 2018 to Jul 1, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 3, 2013 to Feb 13, 2018factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 29, 2007 to Sep 3, 2009factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Apr 11, 2002 to May 29, 2007factForm ADV

Dated events

Occurred
Jul 17, 2023
Advisor changed firm
Mary Patricia Tupper left Capital Group Private Client Services, Inc. for Bison Wealth, Llc (registered 2023-07-14)
Form ADVobserved 4 days ago