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Advisor at BISON WEALTH, LLC
WEST DES MOINES, IA | 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 | Jan 2, 2025 | n/a | yes | WEST DES MOINES, IA|ATLANTA, GA | Current employment |
| BISON WEALTH, LLC | Former SEC adviser | Jan 17, 2024 | Dec 31, 2024 | no | ATLANTA, GA|Clive, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | BISON WEALTH, LLC | Dec 31, 2024 | Jan 2, 2025 | 2 | Channel change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165931:299805:IA:2024-12-31 | Dec 31, 2024 | Jan 2, 2025 | CLIVE, IA | Firm change |