DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BISON WEALTH, LLC
Garden City, NY | ATLANTA, GA | Palm Beach Gardens, FL
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 | Nov 22, 2024 | n/a | yes | Garden City, NY|ATLANTA, GA|Palm Beach Gardens, FL | Current employment |
| BISON WEALTH, LLC | Former SEC adviser | Sep 7, 2023 | Dec 31, 2024 | no | Garden City, NY|Singer Island, FL|ATLANTA, GA | Previous registration |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Mar 26, 2021 | Jul 8, 2022 | no | CLEVELAND, OH|Fort Myers, FL|BROOKLYN, OH | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 27, 2011 | Jan 10, 2017 | no | MINNEAPOLIS, MN|MELVILLE, NY|NEW YORK, NY|NEW YORK, NY|WHITE PLAINS, NY|CHARLOTTE, NC|NEW YORK, NY|MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | BISON WEALTH, LLC | Dec 31, 2024 | Nov 22, 2024 | -39 | Channel change | RIA to RIA |
| KEY INVESTMENT SERVICES LLC | BISON WEALTH, LLC | Jul 8, 2022 | Sep 7, 2023 | 426 | Firm change after gap | Ibd to RIA |
| WELLS FARGO ADVISORS | KEY INVESTMENT SERVICES LLC | Jan 10, 2017 | Mar 26, 2021 | 1,536 | Firm change after gap | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165931:299805:NY:2024-12-31 | Dec 31, 2024 | Nov 22, 2024 | GARDEN CITY, NY | Firm change after gap |