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.

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 1, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65

First exam

Dec 21, 2017

First registration

Mar 5, 2018

Dual registered

no

IAPD individual key

6914899

• Occurred

  Dec 31, 2022
  Advisor changed firm

  Jacob Guevara left The Pacific Financial Group, Inc. for Bison Wealth, Llc (registered 2023-02-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:65fbf3c7-04a4-aba8-35f8-8a6cc98081b1

First observed

Mar 5, 2018

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.