DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Lawrence M Sasso

Bison Wealth, LLCindependent RIAAtlanta, Ga IA-onlyIAPD 2161848

Chartered Financial Consultant

Feed of 09/15/2026

At current firm

1 y

since Oct 29, 2024

In the industry

34 y

since Oct 11, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Bison Wealth, LLC independent RIA current
since Oct 29, 2024 · Sutton, Ma
Integrity Alliance, LLC BD affiliated
Nov 14, 2011 to Oct 15, 2024 · Sutton, Ma
Voya Financial Advisors, Inc. BD affiliated
Jan 6, 2010 to Nov 2, 2011 · Grafton, Ma
Berthel Fisher & Company Financial Services, Inc. BD affiliated
Jan 17, 2006 to Dec 3, 2009 · Sutton, Ma
Investors Capital Advisory former
Oct 15, 2004 to Dec 31, 2005 · Sutton, Ma

Moves

a registration end followed by a registration begin elsewhere

Integrity Alliance, LLC to Bison Wealth, LLC
left Oct 15, 2024, registered Oct 29, 2024 (14 days) · Affiliated broker-dealer or bank to independent RIA
Voya Financial Advisors, Inc. to Integrity Alliance, LLC
left Nov 2, 2011, registered Nov 14, 2011 (12 days) · Other
Berthel Fisher & Company Financial Services, Inc. to Voya Financial Advisors, Inc.
left Dec 3, 2009, registered Jan 6, 2010 (34 days) · Other
Investors Capital Advisory to Berthel Fisher & Company Financial Services, Inc.
left Dec 31, 2005, registered Jan 17, 2006 (17 days) · Other

Signals

Lawrence M Sasso left Integrity Alliance, Llc for Bison Wealth, Llc (registered 2024-10-29)
Oct 15, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address