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Advisor at ADVOCACY WEALTH MANAGEMENT, LLC
Hartwell, 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 |
|---|---|---|---|---|---|---|
| ADVOCACY WEALTH MANAGEMENT, LLC | Independent wealth | Nov 15, 2021 | n/a | yes | Hartwell, GA | Current employment |
| BISON WEALTH, LLC | Independent wealth | Feb 13, 2019 | Sep 9, 2021 | no | ATLANTA, GA | Previous registration |
| ADVOCACY WEALTH MANAGEMENT, LLC | Independent wealth | Feb 3, 2014 | Jan 22, 2019 | no | BIRMINGHAM, AL|ATLANTA, GA|Hartwell, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | ADVOCACY WEALTH MANAGEMENT, LLC | Sep 9, 2021 | Nov 15, 2021 | 67 | Firm change | RIA to RIA |
| ADVOCACY WEALTH MANAGEMENT, LLC | BISON WEALTH, LLC | Jan 22, 2019 | Feb 13, 2019 | 22 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141943:299805:GA:2019-01-22 | Jan 22, 2019 | Feb 13, 2019 | ATLANTA, GA | Firm change |