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Advisor at RETIREMENT PLAN ADVISORS, LLC
TAMPA, FL | CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| RETIREMENT PLAN ADVISORS, LLC | Mixed wealth | Jan 13, 2026 | n/a | yes | CHICAGO, IL|TAMPA, FL | Current employment |
| BISON WEALTH, LLC | Independent wealth | Jan 8, 2025 | Jan 9, 2026 | no | TAMPA, FL|ATLANTA, GA | Previous registration |
| BISON WEALTH, LLC | Former SEC adviser | Feb 3, 2023 | Dec 31, 2024 | no | Tampa, FL|ATLANTA, GA | Previous registration |
| THE PACIFIC FINANCIAL GROUP, INC. | Independent wealth | Aug 25, 2021 | Dec 31, 2022 | no | Tampa, FL|NASHVILLE, TN | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Mar 4, 2010 | Apr 3, 2023 | no | TAMPA, FL|TAMPA, FL | Previous registration |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Feb 13, 2009 | Feb 17, 2010 | no | TAMPA, FL | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Dec 23, 2008 | Feb 9, 2009 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | RETIREMENT PLAN ADVISORS, LLC | Jan 9, 2026 | Jan 13, 2026 | 4 | Firm change | RIA to RIA |
| BISON WEALTH, LLC | BISON WEALTH, LLC | Dec 31, 2024 | Jan 8, 2025 | 8 | Channel change | RIA to RIA |
| INDEPENDENT FINANCIAL PARTNERS | THE PACIFIC FINANCIAL GROUP, INC. | Apr 3, 2023 | Aug 25, 2021 | -586 | Firm change after gap | Ibd to RIA |
| THE PACIFIC FINANCIAL GROUP, INC. | BISON WEALTH, LLC | Dec 31, 2022 | Feb 3, 2023 | 34 | Firm change | RIA to RIA |
| OPPENHEIMER & CO. INC. | INDEPENDENT FINANCIAL PARTNERS | Feb 17, 2010 | Mar 4, 2010 | 15 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | OPPENHEIMER & CO. INC. | Feb 9, 2009 | Feb 13, 2009 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165931:299805:GA:2024-12-31 | Dec 31, 2024 | Jan 8, 2025 | ATLANTA, GA | Firm change |
| 105203:165931:FL:2022-12-31 | Dec 31, 2022 | Feb 3, 2023 | TAMPA, FL | Firm change |