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.

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

Aug 11, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Aug 11, 1999

First registration

Aug 25, 2023

Dual registered

no

Other names

RAND H SIEGEL

IAPD individual key

3233640

• Occurred

  Mar 28, 2024
  Advisor changed firm

  Rand Harrison Siegel left Key Investment Services Llc for Bison Wealth, Llc (registered 2024-04-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c8487ce4-5ab5-9ae3-dbb0-e2dd32878a53

First observed

Aug 25, 2023

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.