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Advisor at BISON WEALTH, LLC
Longview, TX | ATLANTA, GA | Athens, TX | TYLER, TX
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 | Dec 4, 2023 | n/a | yes | TYLER, TX|ATLANTA, GA|Athens, TX|Longview, TX | Current employment |
| TRUADVICE LLC | Former SEC adviser | Jan 16, 2023 | Dec 4, 2023 | no | Longview, TX|Athens, TX|TYLER, TX|SARASOTA, FL | Previous registration |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Aug 3, 2018 | Jan 17, 2023 | no | TYLER, TX|Longview, TX | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Mar 3, 2014 | Aug 1, 2018 | no | ARP, TX|SARASOTA, FL|TYLER, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUADVICE LLC | BISON WEALTH, LLC | Dec 4, 2023 | Dec 4, 2023 | 0 | Firm change | RIA to RIA |
| AE WEALTH MANAGEMENT, LLC | TRUADVICE LLC | Jan 17, 2023 | Jan 16, 2023 | -1 | Firm change | Ibd to RIA |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | AE WEALTH MANAGEMENT, LLC | Aug 1, 2018 | Aug 3, 2018 | 2 | Firm change | Ibd to RIA |