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Advisor at FAMILY CAPITAL ADVISORS, 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 |
|---|---|---|---|---|---|---|
| FAMILY CAPITAL ADVISORS, LLC | State registered | Mar 15, 2018 | n/a | yes | ATLANTA, GA | Current employment |
| BISON WEALTH, LLC | Former SEC adviser | Feb 10, 2014 | Jul 12, 2021 | no | ATLANTA, GA | Previous registration |
| APRIO WEALTH MANAGEMENT, LLC | Independent wealth | Aug 16, 2012 | Feb 3, 2014 | no | ATLANTA, GA | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Apr 10, 2007 | Apr 11, 2012 | no | DALLAS, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | FAMILY CAPITAL ADVISORS, LLC | Jul 12, 2021 | Mar 15, 2018 | -1,215 | Firm change after gap | RIA to state RIA |
| APRIO WEALTH MANAGEMENT, LLC | BISON WEALTH, LLC | Feb 3, 2014 | Feb 10, 2014 | 7 | Firm change | Other |
| MORGAN KEEGAN & COMPANY, LLC | APRIO WEALTH MANAGEMENT, LLC | Apr 11, 2012 | Aug 16, 2012 | 127 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165931:291257:GA:2021-07-12 | Jul 12, 2021 | Mar 15, 2018 | ATLANTA, GA | Firm change after gap |