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Advisor at BISON WEALTH, LLC
ATLANTA, GA | Greensboro, NC
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 4, 2023 | n/a | yes | ATLANTA, GA|Greensboro, NC | Current employment |
| TRUADVICE LLC | Former SEC adviser | Jun 12, 2020 | Dec 4, 2023 | no | Oak Ridge, NC|SARASOTA, FL|Winston Salem, NC | Previous registration |
| SIMPLICITY SOLUTIONS, LLC | Former SEC adviser | Mar 31, 2020 | Jun 12, 2020 | no | Greensboro, NC|MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUADVICE LLC | BISON WEALTH, LLC | Dec 4, 2023 | Dec 4, 2023 | 0 | Firm change | RIA to RIA |
| SIMPLICITY SOLUTIONS, LLC | TRUADVICE LLC | Jun 12, 2020 | Jun 12, 2020 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 292482:299805:NC:2023-12-04 | Dec 4, 2023 | Dec 4, 2023 | WINSTON SALEM, NC | Firm change |