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RIA / WealthAdvisorCertified Financial Planner23 years in industry

DAVID ALLEN TURNER

Advisor at BISON INVESTMENT ADVISORS, LLC

THE WOODLANDS, TX

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Search this name across graphsid dfx:ria:de98e695-c4f9-5bcc-248c-78bfff15e9dc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: May 28, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BISON INVESTMENT ADVISORS, 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: Nov 18, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Nov 18, 2002
First registration: May 28, 2004
Dual registered: no
IAPD individual key: 4579017

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BISON INVESTMENT ADVISORS, LLC	Independent wealth	Aug 1, 2019	n/a	yes	THE WOODLANDS, TX	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 20, 2016	Aug 2, 2019	no	HOUSTON, TX	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Apr 24, 2014	Sep 22, 2016	no	HOUSTON, TX	Previous registration
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	May 23, 2011	Mar 13, 2014	no	Houston, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 5, 2009	May 25, 2011	no	FRIENDSWOOD, TX\|Houston, TX	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	May 21, 2009	Oct 5, 2009	no	FRIENDSWOOD, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 24, 2006	Jun 4, 2009	no	HOUSTON, TX	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 21, 2006	Mar 23, 2006	no	NEW YORK, NY	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	May 28, 2004	Feb 21, 2006	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KESTRA ADVISORY SERVICES, LLC	BISON INVESTMENT ADVISORS, LLC	Aug 2, 2019	Aug 1, 2019	-1	Firm change	Ibd to RIA
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 20, 2016	-155	Bulk transfer	Other
ROBERT W. BAIRD & CO. INCORPORATED	NFP ADVISOR SERVICES, LLC	Mar 13, 2014	Apr 24, 2014	42	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	ROBERT W. BAIRD & CO. INCORPORATED	May 25, 2011	May 23, 2011	-2	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Oct 5, 2009	Oct 5, 2009	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	AMERIPRISE ADVISOR SERVICES, INC.	Jun 4, 2009	May 21, 2009	-14	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Mar 23, 2006	Feb 24, 2006	-27	Firm change	Other
LEGG MASON WOOD WALKER, INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Feb 21, 2006	Feb 21, 2006	0	Bulk transfer	Other

Relationships

Registered with (9)

→ BISON INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Aug 1, 2019 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 20, 2016 to Aug 2, 2019factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Apr 24, 2014 to Sep 22, 2016factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
May 23, 2011 to Mar 13, 2014factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 5, 2009 to May 25, 2011factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
May 21, 2009 to Oct 5, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 24, 2006 to Jun 4, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 21, 2006 to Mar 23, 2006factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
May 28, 2004 to Feb 21, 2006factForm ADV

Dated events

No dated event names this entity yet.