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Advisor at BISON WEALTH, LLC
ATLANTA, GA
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 | Jan 14, 2025 | n/a | yes | ATLANTA, GA | Current employment |
| BISON WEALTH, LLC | Former SEC adviser | Jul 3, 2014 | Dec 31, 2024 | no | ATLANTA, GA | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 25, 2010 | Jul 21, 2014 | no | ATLANTA, GA|Atlanta, GA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 17, 2003 | Nov 5, 2010 | no | ATLANTA, GA|WEEHAWKEN, NJ|ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | BISON WEALTH, LLC | Dec 31, 2024 | Jan 14, 2025 | 14 | Channel change | RIA to RIA |
| MORGAN STANLEY | BISON WEALTH, LLC | Jul 21, 2014 | Jul 3, 2014 | -18 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Nov 5, 2010 | Oct 25, 2010 | -11 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165931:299805:GA:2024-12-31 | Dec 31, 2024 | Jan 14, 2025 | ATLANTA, GA | Firm change |