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RIA / WealthAdvisor25 years in industry

EVANGELINE STRATIS

Advisor at BISON WEALTH, LLC

BROOKSVILLE, FL | ATLANTA, GA

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Search this name across graphsid dfx:ria:a9ee6704-3f5b-44ae-0dd2-914470d89e4f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Jan 14, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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 6, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 12
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Nov 6, 2000
First registration: Jan 14, 2002
Dual registered: no
Other names: EVANGELINE STRATIS|EVANGELINE CALDWELL|EVANGELINE CALDWELL|EVANGELINE STRATIS|EVANGELINE SMITH
IAPD individual key: 4220133

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BISON WEALTH, LLC	Independent wealth	Jan 8, 2025	n/a	yes	BROOKSVILLE, FL\|ATLANTA, GA	Current employment
BISON WEALTH, LLC	Former SEC adviser	Feb 3, 2023	Dec 31, 2024	no	Riverview, FL\|ATLANTA, GA\|Brooksville, FL	Previous registration
THE PACIFIC FINANCIAL GROUP, INC.	Independent wealth	May 9, 2021	Dec 31, 2022	no	Riverview, FL\|NASHVILLE, TN\|Nashville, TN	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Jun 24, 2019	Apr 14, 2021	no	Riverview, FL	Previous registration
IHT WEALTH MANAGEMENT LLC	Bd affiliated wealth	Feb 27, 2019	May 23, 2019	no	St. Petersburg, FL\|CHICAGO, IL	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Aug 6, 2013	Dec 24, 2018	no	TAMPA, FL\|St Petersburg, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 11, 2012	Jul 15, 2013	no	TAMPA, FL\|ST. PETERSBURG, FL\|ST. PETERSBURG, FL	Previous registration
ANDERSON & STRUDWICK, INCORPORATED	Former SEC adviser	Apr 21, 2010	Jul 28, 2011	no	TAMPA, FL	Previous registration
GUNNALLEN FINANCIAL, INC	n/a	May 15, 2006	Mar 31, 2010	no	TAMPA, FL	Previous registration
GUNNALLEN FINANCIAL, INC	n/a	Nov 4, 2004	Sep 30, 2005	no	TAMPA, FL	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Feb 26, 2003	Oct 26, 2004	no	TAMPA, FL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 31, 2002	Jan 13, 2003	no	TAMPA, FL	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jan 14, 2002	Oct 18, 2002	no	TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BISON WEALTH, LLC	BISON WEALTH, LLC	Dec 31, 2024	Jan 8, 2025	8	Channel change	RIA to RIA
THE PACIFIC FINANCIAL GROUP, INC.	BISON WEALTH, LLC	Dec 31, 2022	Feb 3, 2023	34	Firm change	RIA to RIA
INDEPENDENT FINANCIAL PARTNERS	THE PACIFIC FINANCIAL GROUP, INC.	Apr 14, 2021	May 9, 2021	25	Firm change	Ibd to RIA
IHT WEALTH MANAGEMENT LLC	INDEPENDENT FINANCIAL PARTNERS	May 23, 2019	Jun 24, 2019	32	Firm change	RIA to ibd
INDEPENDENT FINANCIAL PARTNERS	IHT WEALTH MANAGEMENT LLC	Dec 24, 2018	Feb 27, 2019	65	Firm change	Ibd to RIA
LPL FINANCIAL LLC	INDEPENDENT FINANCIAL PARTNERS	Jul 15, 2013	Aug 6, 2013	22	Firm change	Other
ANDERSON & STRUDWICK, INCORPORATED	LPL FINANCIAL LLC	Jul 28, 2011	Apr 11, 2012	258	Firm change	Other
GUNNALLEN FINANCIAL, INC	ANDERSON & STRUDWICK, INCORPORATED	Mar 31, 2010	Apr 21, 2010	21	Firm change	Other
INVEST FINANCIAL CORPORATION	GUNNALLEN FINANCIAL, INC	Oct 26, 2004	Nov 4, 2004	9	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	INVEST FINANCIAL CORPORATION	Jan 13, 2003	Feb 26, 2003	44	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	CHASE INVESTMENT SERVICES CORP.	Oct 18, 2002	Oct 31, 2002	13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
165931:299805:FL:2024-12-31	Dec 31, 2024	Jan 8, 2025	BROOKSVILLE, FL	Firm change
105203:165931:TN:2022-12-31	Dec 31, 2022	Feb 3, 2023	NASHVILLE, TN	Firm change
125112:171481:FL:2018-12-20	Dec 24, 2018	Feb 27, 2019	ST PETERSBURG, FL	Firm change

Relationships

Registered with (11)

→ BISON WEALTH, LLCRegistered adviserregistration: current employment
Jan 8, 2025 to presentfactForm ADV
→ BISON WEALTH, LLCRegistered adviserregistration: previous registration
Feb 3, 2023 to Dec 31, 2024factForm ADV
→ THE PACIFIC FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
May 9, 2021 to Dec 31, 2022factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Jun 24, 2019 to Apr 14, 2021factForm ADV
→ IHT WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 27, 2019 to May 23, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 11, 2012 to Jul 15, 2013factForm ADV
→ ANDERSON & STRUDWICK, INCORPORATEDRegistered adviserregistration: previous registration
Apr 21, 2010 to Jul 28, 2011factForm ADV
→ GUNNALLEN FINANCIAL, INCRegistered adviserregistration: previous registration
May 15, 2006 to Mar 31, 2010factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Feb 26, 2003 to Oct 26, 2004factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 31, 2002 to Jan 13, 2003factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 14, 2002 to Oct 18, 2002factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Evangeline Stratis left The Pacific Financial Group, Inc. for Bison Wealth, Llc (registered 2023-02-03)
Form ADVobserved 6 days ago