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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 | Jan 6, 2025 | n/a | yes | ATLANTA, GA|ATLANTA, GA | Current employment |
| BISON WEALTH, LLC | Former SEC adviser | May 14, 2013 | Dec 31, 2024 | no | ATLANTA, GA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | May 10, 2013 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Sep 16, 2003 | Jan 1, 2008 | no | ATLANTA, GA|ATLANTA, GA|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | BISON WEALTH, LLC | Dec 31, 2024 | Jan 6, 2025 | 6 | Channel change | RIA to RIA |
| WELLS FARGO ADVISORS | BISON WEALTH, LLC | May 10, 2013 | May 14, 2013 | 4 | Firm change | Wirehouse to new firm |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165931:299805:GA:2024-12-31 | Dec 31, 2024 | Jan 6, 2025 | ATLANTA, GA | Firm change |