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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 | Apr 1, 2025 | n/a | yes | ATLANTA, GA|ATLANTA, GA|ATLANTA, GA | Current employment |
| BISON WEALTH, LLC | Former SEC adviser | Dec 18, 2015 | Dec 31, 2024 | no | ATLANTA, GA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| PARTNERS CAPITAL SERVICES, INC. | Independent wealth | Feb 12, 2013 | Oct 1, 2015 | no | HAUPPAUGE, NY|ATLANTA, GA | Previous registration |
| L.M. KOHN & COMPANY | Former SEC adviser | Jan 17, 2012 | Feb 1, 2013 | no | ATLANTA, GA | Previous registration |
| MIDSOUTH CAPITAL, INC. | n/a | Nov 11, 2009 | Jan 17, 2012 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jul 27, 2004 | Jul 28, 2009 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Dec 1, 2003 | Jun 30, 2004 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | BISON WEALTH, LLC | Dec 31, 2024 | Apr 1, 2025 | 91 | Channel change | RIA to RIA |
| PARTNERS CAPITAL SERVICES, INC. | BISON WEALTH, LLC | Oct 1, 2015 | Dec 18, 2015 | 78 | Firm change | Other |
| L.M. KOHN & COMPANY | PARTNERS CAPITAL SERVICES, INC. | Feb 1, 2013 | Feb 12, 2013 | 11 | Firm change | Other |
| MIDSOUTH CAPITAL, INC. | L.M. KOHN & COMPANY | Jan 17, 2012 | Jan 17, 2012 | 0 | Firm change | Other |
| RAYMOND JAMES & ASSOCIATES, INC. | MIDSOUTH CAPITAL, INC. | Jul 28, 2009 | Nov 11, 2009 | 106 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | RAYMOND JAMES & ASSOCIATES, INC. | Jun 30, 2004 | Jul 27, 2004 | 27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165931:299805:GA:2024-12-31 | Dec 31, 2024 | Apr 1, 2025 | ATLANTA, GA | Firm change |