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Advisor at BISON WEALTH, LLC
Eagle, ID | ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | Independent wealth | Dec 7, 2023 | n/a | yes | ATLANTA, GA|Eagle, ID | Current employment |
| TRUADVICE LLC | Former SEC adviser | Aug 13, 2018 | Dec 4, 2023 | no | Meridian, ID|SARASOTA, FL | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Jul 5, 2012 | Aug 21, 2018 | no | MERIDIAN, ID|SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUADVICE LLC | BISON WEALTH, LLC | Dec 4, 2023 | Dec 7, 2023 | 3 | Firm change | RIA to RIA |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | TRUADVICE LLC | Aug 21, 2018 | Aug 13, 2018 | -8 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 292482:299805:FL:2023-12-04 | Dec 4, 2023 | Dec 7, 2023 | SARASOTA, FL | Firm change |