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RIA / WealthAdvisorChartered Financial Consultant34 years in industry

LAWRENCE M SASSO

Advisor at BISON WEALTH, LLC

ATLANTA, GA | Sutton, MA

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Search this name across graphsid dfx:ria:26d4e16e-4c09-8991-c8e1-67128480e14e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 15, 2004 to Sep 15, 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: Oct 11, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Oct 11, 1991
First registration: Oct 15, 2004
Dual registered: no
IAPD individual key: 2161848

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	Oct 29, 2024	n/a	yes	Sutton, MA\|ATLANTA, GA	Current employment
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Nov 14, 2011	Oct 15, 2024	no	SUTTON, MA\|Urbandale, IA\|SUTTON, MA\|URBANDALE, IA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jan 6, 2010	Nov 2, 2011	no	GRAFTON, MA\|SUTTON, MA	Previous registration
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Bd affiliated wealth	Jan 17, 2006	Dec 3, 2009	no	SUTTON, MA\|SUTTON, MA	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Oct 15, 2004	Dec 31, 2005	no	SUTTON, MA\|LYNNFIELD, MA	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
INTEGRITY ALLIANCE, LLC	BISON WEALTH, LLC	Oct 15, 2024	Oct 29, 2024	14	Firm change	Ibd to RIA
VOYA FINANCIAL ADVISORS, INC.	INTEGRITY ALLIANCE, LLC	Nov 2, 2011	Nov 14, 2011	12	Firm change	Other
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	VOYA FINANCIAL ADVISORS, INC.	Dec 3, 2009	Jan 6, 2010	34	Firm change	Other
INVESTORS CAPITAL ADVISORY	BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Dec 31, 2005	Jan 17, 2006	17	Firm change	Other

Relationships

Registered with (5)

→ BISON WEALTH, LLCRegistered adviserregistration: current employment
Oct 29, 2024 to presentfactForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Nov 14, 2011 to Oct 15, 2024factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 6, 2010 to Nov 2, 2011factForm ADV
→ BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 17, 2006 to Dec 3, 2009factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Oct 15, 2004 to Dec 31, 2005factForm ADV

Dated events

Occurred
Oct 15, 2024
Advisor changed firm
Lawrence M Sasso left Integrity Alliance, Llc for Bison Wealth, Llc (registered 2024-10-29)
Form ADVobserved 5 days ago