RIA Intelligence

• Bison Wealth, LLC independent RIA current
  since Jan 8, 2025 · Brooksville, Fl
• Bison Wealth, LLC former
  Feb 3, 2023 to Dec 31, 2024 · Riverview, Fl
• The Pacific Financial Group, Inc. independent RIA
  May 9, 2021 to Dec 31, 2022 · Riverview, Fl
• Independent Financial Partners BD affiliated
  Jun 24, 2019 to Apr 14, 2021 · Riverview, Fl
• Iht Wealth Management LLC BD affiliated
  Feb 27, 2019 to May 23, 2019 · St. Petersburg, Fl
• Independent Financial Partners BD affiliated
  Aug 6, 2013 to Dec 24, 2018 · Tampa, Fl
• LPL Financial LLC BD affiliated
  Apr 11, 2012 to Jul 15, 2013 · Tampa, Fl
• Anderson & Strudwick, Incorporated former
  Apr 21, 2010 to Jul 28, 2011 · Tampa, Fl
• Gunnallen Financial, Inc unclassified
  May 15, 2006 to Mar 31, 2010 · Tampa, Fl
• Gunnallen Financial, Inc unclassified
  Nov 4, 2004 to Sep 30, 2005 · Tampa, Fl
• Invest Financial Corporation former
  Feb 26, 2003 to Oct 26, 2004 · Tampa, Fl
• Chase Investment Services Corp. former
  Oct 31, 2002 to Jan 13, 2003 · Tampa, Fl
• Valic Financial Advisors, Inc. BD affiliated
  Jan 14, 2002 to Oct 18, 2002 · Tampa, Fl

• Bison Wealth, LLC to Bison Wealth, LLC
  left Dec 31, 2024, registered Jan 8, 2025 (8 days) · channel change inside one enterprise, not a move · moved with a team
• The Pacific Financial Group, Inc. to Bison Wealth, LLC
  left Dec 31, 2022, registered Feb 3, 2023 (34 days) · RIA to RIA · moved with a team
• Independent Financial Partners to The Pacific Financial Group, Inc.
  left Apr 14, 2021, registered May 9, 2021 (25 days) · Affiliated broker-dealer or bank to independent RIA
• Iht Wealth Management LLC to Independent Financial Partners
  left May 23, 2019, registered Jun 24, 2019 (32 days) · RIA to affiliated broker-dealer or bank
• Independent Financial Partners to Iht Wealth Management LLC
  left Dec 24, 2018, registered Feb 27, 2019 (65 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
• LPL Financial LLC to Independent Financial Partners
  left Jul 15, 2013, registered Aug 6, 2013 (22 days) · Other
• Anderson & Strudwick, Incorporated to LPL Financial LLC
  left Jul 28, 2011, registered Apr 11, 2012 (258 days) · Other
• Gunnallen Financial, Inc to Anderson & Strudwick, Incorporated
  left Mar 31, 2010, registered Apr 21, 2010 (21 days) · Other
• Invest Financial Corporation to Gunnallen Financial, Inc
  left Oct 26, 2004, registered Nov 4, 2004 (9 days) · Other
• Chase Investment Services Corp. to Invest Financial Corporation
  left Jan 13, 2003, registered Feb 26, 2003 (44 days) · Other
• Valic Financial Advisors, Inc. to Chase Investment Services Corp.
  left Oct 18, 2002, registered Oct 31, 2002 (13 days) · Other

• Evangeline Stratis left The Pacific Financial Group, Inc. for Bison Wealth, Llc (registered 2023-02-03)
  Dec 31, 2022 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

25derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address