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Advisor at REALITY FINANCIAL PLANNING SERVICES, LLC
SARASOTA, 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 |
|---|---|---|---|---|---|---|
| REALITY FINANCIAL PLANNING SERVICES, LLC | Independent wealth | Jan 17, 2025 | n/a | yes | SARASOTA, FL | Current employment |
| BISON WEALTH, LLC | Independent wealth | Dec 13, 2023 | Dec 31, 2024 | no | ATLANTA, GA|Sarasota, FL | Previous registration |
| TRUADVICE LLC | Former SEC adviser | Mar 9, 2018 | Dec 4, 2023 | no | Sarasota, FL|SARASOTA, FL | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Feb 19, 2015 | Mar 8, 2018 | no | SARASOTA, FL|Sarasota, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | REALITY FINANCIAL PLANNING SERVICES, LLC | Dec 31, 2024 | Jan 17, 2025 | 17 | Firm change | RIA to RIA |
| TRUADVICE LLC | BISON WEALTH, LLC | Dec 4, 2023 | Dec 13, 2023 | 9 | Firm change | RIA to RIA |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | TRUADVICE LLC | Mar 8, 2018 | Mar 9, 2018 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 292482:299805:FL:2023-12-04 | Dec 4, 2023 | Dec 13, 2023 | SARASOTA, FL | Firm change |
| 132070:292482:FL:2018-03-08 | Mar 8, 2018 | Mar 9, 2018 | SARASOTA, FL | Firm change |