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Advisor at BISON WEALTH, LLC
Sarasota, FL | 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 | Dec 18, 2023 | n/a | yes | Sarasota, FL|ATLANTA, GA | Current employment |
| TRUADVICE LLC | Former SEC adviser | Mar 2, 2018 | Jun 26, 2024 | no | Sarasota, FL|SARASOTA, FL | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Jun 17, 2014 | Jun 1, 2018 | no | SARASOTA, FL|Sarasota, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUADVICE LLC | BISON WEALTH, LLC | Jun 26, 2024 | Dec 18, 2023 | -191 | Firm change after gap | Other |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | TRUADVICE LLC | Jun 1, 2018 | Mar 2, 2018 | -91 | Firm change after gap | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 132070:292482:FL:2018-05-31 | Jun 1, 2018 | Mar 2, 2018 | SARASOTA, FL | Firm change after gap |