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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 10, 2026 | n/a | yes | ATLANTA, GA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 30, 2023 | Jan 13, 2026 | no | PLANO, TX|DALLAS, TX|DALLAS, TX|DALLAS, TX|DALLAS, TX | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Oct 13, 2021 | Nov 15, 2023 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | BISON WEALTH, LLC | Jan 13, 2026 | Feb 10, 2026 | 28 | Firm change | Wirehouse to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | J.P. MORGAN SECURITIES LLC | Nov 15, 2023 | Nov 30, 2023 | 15 | Firm change | Ibd to wirehouse |