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RIA / WealthAdvisor24 years in industry

RUSSELL EDWARD HARRIS

Advisor at BISON WEALTH, LLC

CANTON, MI | ATLANTA, GA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Oct 13, 2005 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: Jul 23, 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: 11
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 23, 2002
First registration: Oct 13, 2005
Dual registered: no
Other names: ED HARRIS|ED HARRIS|R EDWARD HARRIS|Russell Edward Harris|Russell Harris
IAPD individual key: 4554081

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	Aug 22, 2025	n/a	yes	CANTON, MI\|ATLANTA, GA	Current employment
APOGEE WEALTH MANAGEMENT	n/a	Oct 5, 2023	Mar 2, 2026	no	NORTHVILLE, MI	Previous registration
TRUADVICE LLC	Former SEC adviser	Feb 9, 2022	Nov 8, 2023	no	Brighton, MI\|SARASOTA, FL\|Brighton, MI\|Northville, MI	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Sep 6, 2019	Feb 7, 2022	no	Brighton, MI\|WHEATON, IL\|Northville, MI	Previous registration
PEAK AMERICAN INVESTMENT ADVISORS, INC.	Independent wealth	Feb 21, 2019	Mar 25, 2019	no	Canton, MI\|PLANO, TX	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Apr 4, 2016	Feb 19, 2019	no	Novi, MI\|SARASOTA, FL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jun 3, 2013	Apr 14, 2016	no	WOODHAVEN, MI\|BROWNSTOWN TWP, MI\|WOODHAVEN, MI\|RIVERVIEW, MI	Previous registration
GIRARD SECURITIES, INC.	Former SEC adviser	Feb 11, 2013	May 17, 2013	no	SOUTHFIELD, MI	Previous registration
FOCUS FINANCIAL WEALTH MANAGEMENT, INC.	n/a	Nov 1, 2012	Feb 20, 2013	no	BINGHAM FARMS, MI	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Oct 2, 2012	Feb 5, 2013	no	BINGHAM FARMS, MI	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Jan 22, 2008	Oct 2, 2012	no	YPSILANTI, MI\|DEARBORN, MI\|PINCKNEY, MI\|ANN ARBOR, MI\|DEARBORN HEIGHTS, MI\|BRIGHTON, MI\|DETROIT, MI	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 13, 2005	May 22, 2007	no	CHICAGO, IL\|DEARBORN HEIGHT, MI	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
APOGEE WEALTH MANAGEMENT	BISON WEALTH, LLC	Mar 2, 2026	Aug 22, 2025	-192	Firm change after gap	Other
TRUADVICE LLC	APOGEE WEALTH MANAGEMENT	Nov 8, 2023	Oct 5, 2023	-34	Firm change after gap	Other
BROOKSTONE CAPITAL MANAGEMENT LLC	TRUADVICE LLC	Feb 7, 2022	Feb 9, 2022	2	Firm change	RIA to RIA
PEAK AMERICAN INVESTMENT ADVISORS, INC.	BROOKSTONE CAPITAL MANAGEMENT LLC	Mar 25, 2019	Sep 6, 2019	165	Firm change	RIA to RIA
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	PEAK AMERICAN INVESTMENT ADVISORS, INC.	Feb 19, 2019	Feb 21, 2019	2	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Apr 14, 2016	Apr 4, 2016	-10	Firm change	Other
GIRARD SECURITIES, INC.	J.P. MORGAN SECURITIES LLC	May 17, 2013	Jun 3, 2013	17	Firm change	Other
FOCUS FINANCIAL WEALTH MANAGEMENT, INC.	GIRARD SECURITIES, INC.	Feb 20, 2013	Feb 11, 2013	-9	Firm change	Other
INVEST FINANCIAL CORPORATION	FOCUS FINANCIAL WEALTH MANAGEMENT, INC.	Feb 5, 2013	Nov 1, 2012	-96	Firm change after gap	Other
CITIZENS SECURITIES, INC.	INVEST FINANCIAL CORPORATION	Oct 2, 2012	Oct 2, 2012	0	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	CITIZENS SECURITIES, INC.	May 22, 2007	Jan 22, 2008	245	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
141413:292482:IL:2022-02-07	Feb 7, 2022	Feb 9, 2022	WHEATON, IL	Firm change

Relationships

Registered with (12)

→ BISON WEALTH, LLCRegistered adviserregistration: current employment
Aug 22, 2025 to presentfactForm ADV
→ APOGEE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 5, 2023 to Mar 2, 2026factForm ADV
→ TRUADVICE LLCRegistered adviserregistration: previous registration
Feb 9, 2022 to Nov 8, 2023factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 6, 2019 to Feb 7, 2022factForm ADV
→ PEAK AMERICAN INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Feb 21, 2019 to Mar 25, 2019factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Apr 4, 2016 to Feb 19, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jun 3, 2013 to Apr 14, 2016factForm ADV
→ GIRARD SECURITIES, INC.Registered adviserregistration: previous registration
Feb 11, 2013 to May 17, 2013factForm ADV
→ FOCUS FINANCIAL WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 1, 2012 to Feb 20, 2013factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Oct 2, 2012 to Feb 5, 2013factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Jan 22, 2008 to Oct 2, 2012factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 13, 2005 to May 22, 2007factForm ADV

Dated events

Occurred
Mar 2, 2026
Advisor changed firm
Russell Edward Harris left Apogee Wealth Management for Bison Wealth, Llc (registered 2025-08-22)
Form ADVobserved 4 days ago
Occurred
Nov 8, 2023
Advisor changed firm
Russell Edward Harris left Truadvice Llc for Apogee Wealth Management (registered 2023-10-05)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2022
Advisor changed firm
Russell Edward Harris left Brookstone Capital Management Llc for Truadvice Llc (registered 2022-02-09)
Form ADVobserved 4 days ago