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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

JUSTIN CALDWELL BOLLER

Advisor at BISON WEALTH, LLC

ATLANTA, GA

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Search this name across graphsid dfx:ria:e732b2c6-1805-3dc8-0351-210b1d359fbf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 13, 2013 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 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: May 13, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
Exams: S63
First exam: Jun 6, 2013
First registration: May 13, 2013
Dual registered: no
IAPD individual key: 4072599

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 WEALTH, LLC	Independent wealth	Jan 15, 2025	n/a	yes	ATLANTA, GA	Current employment
LIQUID STRATEGIES, LLC	Asset manager	Oct 2, 2019	Jan 6, 2025	no	ATLANTA, GA	Previous registration
ADVOCACY WEALTH MANAGEMENT, LLC	Independent wealth	Oct 30, 2014	Jul 18, 2019	no	ATLANTA, GA	Previous registration
INVESCO ADVISERS, INC.	Asset manager	May 13, 2013	Mar 4, 2014	no	ATLANTA, GA	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
LIQUID STRATEGIES, LLC	BISON WEALTH, LLC	Jan 6, 2025	Jan 15, 2025	9	Firm change	Other
ADVOCACY WEALTH MANAGEMENT, LLC	LIQUID STRATEGIES, LLC	Jul 18, 2019	Oct 2, 2019	76	Firm change	Other
INVESCO ADVISERS, INC.	ADVOCACY WEALTH MANAGEMENT, LLC	Mar 4, 2014	Oct 30, 2014	240	Firm change	Other

Relationships

Registered with (4)

→ BISON WEALTH, LLCRegistered adviserregistration: current employment
Jan 15, 2025 to presentfactForm ADV
→ LIQUID STRATEGIES, LLCRegistered adviserregistration: previous registration
Oct 2, 2019 to Jan 6, 2025factForm ADV
→ ADVOCACY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 30, 2014 to Jul 18, 2019factForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
May 13, 2013 to Mar 4, 2014factForm ADV

Dated events

Occurred
Jan 6, 2025
Advisor changed firm
Justin Caldwell Boller left Liquid Strategies, Llc for Bison Wealth, Llc (registered 2025-01-15)
Form ADVobserved 5 days ago