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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 | Feb 3, 2026 | n/a | yes | ATLANTA, GA | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Feb 19, 2026 | no | DALLAS, TX|WESTLAKE, TX|OKLAHOMA CITY, OK|NICHOLS HILLS, OK|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 3, 2021 | Mar 31, 2025 | no | WESTLAKE, TX|NICHOLS HILLS, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | BISON WEALTH, LLC | Feb 19, 2026 | Feb 3, 2026 | -16 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |