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Advisor at BISON FINANCIAL GROUP, LLC
CREVE COEUR, MO
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 FINANCIAL GROUP, LLC | State registered | Apr 14, 2023 | n/a | yes | CREVE COEUR, MO | Current employment |
| THE WORLEY BANKS GROUP, LLC | Independent wealth | May 26, 2020 | Jan 23, 2023 | no | CREVE COEUR, MO | Previous registration |
| RFG ADVISORY, LLC | Independent wealth | Apr 5, 2019 | Sep 4, 2020 | no | CREVE COEUR, MO|VESTAVIA HILLS, AL | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Aug 29, 2018 | Mar 15, 2019 | no | ST. LOUIS, MO | Previous registration |
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Aug 2, 2017 | May 14, 2018 | no | St Louis, MO|CHICAGO, IL | Previous registration |
| LARSON FINANCIAL GROUP, LLC | Bd affiliated wealth | Jul 1, 2013 | Aug 2, 2017 | no | SAINT LOUIS, MO|SAINT LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE WORLEY BANKS GROUP, LLC | BISON FINANCIAL GROUP, LLC | Jan 23, 2023 | Apr 14, 2023 | 81 | Firm change | RIA to state RIA |
| RFG ADVISORY, LLC | THE WORLEY BANKS GROUP, LLC | Sep 4, 2020 | May 26, 2020 | -101 | Firm change after gap | RIA to new firm |
| EAGLE STRATEGIES LLC | RFG ADVISORY, LLC | Mar 15, 2019 | Apr 5, 2019 | 21 | Firm change | Ibd to RIA |
| ARETE WEALTH ADVISORS, LLC | EAGLE STRATEGIES LLC | May 14, 2018 | Aug 29, 2018 | 107 | Firm change | Ibd to ibd |
| LARSON FINANCIAL GROUP, LLC | ARETE WEALTH ADVISORS, LLC | Aug 2, 2017 | Aug 2, 2017 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 306890:325190:MO:2023-01-23 | Jan 23, 2023 | Apr 14, 2023 | CREVE COEUR, MO | Firm change |
| 158401:306890:AL:2020-09-04 | Sep 4, 2020 | May 26, 2020 | VESTAVIA HILLS, AL | Firm change after gap |
| 140599:145488:MO:2017-08-02 | Aug 2, 2017 | Aug 2, 2017 | SAINT LOUIS, MO | Firm change |