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Advisor at BISON WEALTH, LLC
ATLANTA, GA
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 | Feb 11, 2019 | n/a | yes | ATLANTA, GA | Current employment |
| ADVOCACY WEALTH MANAGEMENT, LLC | Independent wealth | May 30, 2017 | Jan 22, 2019 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVOCACY WEALTH MANAGEMENT, LLC | BISON WEALTH, LLC | Jan 22, 2019 | Feb 11, 2019 | 20 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141943:299805:GA:2019-01-22 | Jan 22, 2019 | Feb 11, 2019 | ATLANTA, GA | Firm change |