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Advisor at BISON WEALTH, LLC
ATLANTA, GA | GAINESVILLE, FL
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 | Jan 2, 2025 | n/a | yes | GAINESVILLE, FL|ATLANTA, GA | Current employment |
| BISON WEALTH, LLC | Former SEC adviser | Jan 18, 2023 | Dec 31, 2024 | no | Gainesville, FL|ATLANTA, GA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 16, 2014 | Sep 9, 2014 | no | GAINESVILLE, FL|GAINESVILLE, FL|WEST DES MOINES, IA | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Feb 21, 2012 | Mar 31, 2023 | no | ALACHUA, FL|GAINSVILLE, FL|GAINESVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | BISON WEALTH, LLC | Dec 31, 2024 | Jan 2, 2025 | 2 | Channel change | RIA to RIA |
| INDEPENDENT FINANCIAL PARTNERS | LPL FINANCIAL LLC | Mar 31, 2023 | Apr 16, 2014 | -3,271 | Firm change after gap | Other |
| LPL FINANCIAL LLC | BISON WEALTH, LLC | Sep 9, 2014 | Jan 18, 2023 | 3,053 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165931:299805:GA:2024-12-31 | Dec 31, 2024 | Jan 2, 2025 | ATLANTA, GA | Firm change |