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

Nov 19, 1991earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63|S65

First exam

Nov 19, 1991

First registration

Jun 16, 2014

Dual registered

no

Other names

JOAN C KAYE|JOAN CAVETT KAYE|JOAN CAVETT BIERBOWER|JOAN CAVETT BIERBOWER|JOAN BIERBOWER KAYE

IAPD individual key

1021984

• Occurred

  Aug 25, 2026
  Advisor changed firm

  Joan B Kaye left Key Investment Services Llc for Bison Wealth, Llc (registered 2026-08-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:958a4443-6c1e-b492-085b-12e36ee25c57

First observed

Jun 16, 2014

Last observed

Sep 14, 2026 7 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.