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.

Current firm

SUREPATH WEALTH MANAGEMENT, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 11, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Oct 11, 2002

First registration

Dec 14, 2020

Dual registered

no

IAPD individual key

4550677

• Occurred

  Sep 26, 2025
  Advisor changed firm

  Eric Gerrard Edwards left Bison Wealth, Llc for Surepath Wealth Management, Llc (registered 2025-03-31)

  Form ADVobserved 4 days ago
• Occurred

  Dec 4, 2023
  Advisor changed firm

  Eric Gerrard Edwards left Truadvice Llc for Bison Wealth, Llc (registered 2023-12-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3400f533-c2c7-8b25-bb4b-b116f7fca38f

First observed

Dec 14, 2020

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.