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Advisor at BISON WEALTH, LLC
Brownstown, PA | ATLANTA, GA | LANCASTER, PA
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 | Apr 1, 2025 | n/a | yes | Brownstown, PA|ATLANTA, GA|LANCASTER, PA | Current employment |
| TERRA WEALTH | Independent wealth | Sep 9, 2022 | Apr 28, 2025 | no | HIGH POINT, NC|EPHRATA, PA | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Jan 18, 2022 | Sep 13, 2022 | no | CONSHOHOCKEN, PA|LANCASTER, PA|LANCASTER, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TERRA WEALTH | BISON WEALTH, LLC | Apr 28, 2025 | Apr 1, 2025 | -27 | Firm change | RIA to RIA |
| PRIMERICA ADVISORS | TERRA WEALTH | Sep 13, 2022 | Sep 9, 2022 | -4 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 10111:320643:PA:2022-09-13 | Sep 13, 2022 | Sep 9, 2022 | LANCASTER, PA | Firm change |