RIA Intelligence

• Bison Wealth, LLC independent RIA current
  since Aug 22, 2025 · Canton, Mi
• Apogee Wealth Management unclassified
  Oct 5, 2023 to Mar 2, 2026 · Northville, Mi
• Truadvice LLC former
  Feb 9, 2022 to Nov 8, 2023 · Brighton, Mi
• Brookstone Capital Management LLC independent RIA
  Sep 6, 2019 to Feb 7, 2022 · Brighton, Mi
• Peak American Investment Advisors, Inc. independent RIA
  Feb 21, 2019 to Mar 25, 2019 · Canton, Mi
• Global Financial Private Capital, Inc. former
  Apr 4, 2016 to Feb 19, 2019 · Novi, Mi
• J.P. Morgan Securities LLC wirehouse
  Jun 3, 2013 to Apr 14, 2016 · Woodhaven, Mi
• Girard Securities, Inc. former
  Feb 11, 2013 to May 17, 2013 · Southfield, Mi
• Focus Financial Wealth Management, Inc. unclassified
  Nov 1, 2012 to Feb 20, 2013 · Bingham Farms, Mi
• Invest Financial Corporation former
  Oct 2, 2012 to Feb 5, 2013 · Bingham Farms, Mi
• Citizens Securities, Inc. BD affiliated
  Jan 22, 2008 to Oct 2, 2012 · Ypsilanti, Mi
• Chase Investment Services Corp. former
  Oct 13, 2005 to May 22, 2007 · Chicago, Il

• Apogee Wealth Management to Bison Wealth, LLC
  left Mar 2, 2026, registered Aug 22, 2025 (-192 days) · Other
• Truadvice LLC to Apogee Wealth Management
  left Nov 8, 2023, registered Oct 5, 2023 (-34 days) · Other
• Brookstone Capital Management LLC to Truadvice LLC
  left Feb 7, 2022, registered Feb 9, 2022 (2 days) · RIA to RIA · moved with a team
• Peak American Investment Advisors, Inc. to Brookstone Capital Management LLC
  left Mar 25, 2019, registered Sep 6, 2019 (165 days) · RIA to RIA
• Global Financial Private Capital, Inc. to Peak American Investment Advisors, Inc.
  left Feb 19, 2019, registered Feb 21, 2019 (2 days) · Affiliated broker-dealer or bank to independent RIA
• J.P. Morgan Securities LLC to Global Financial Private Capital, Inc.
  left Apr 14, 2016, registered Apr 4, 2016 (-10 days) · Other
• Girard Securities, Inc. to J.P. Morgan Securities LLC
  left May 17, 2013, registered Jun 3, 2013 (17 days) · Other
• Focus Financial Wealth Management, Inc. to Girard Securities, Inc.
  left Feb 20, 2013, registered Feb 11, 2013 (-9 days) · Other
• Invest Financial Corporation to Focus Financial Wealth Management, Inc.
  left Feb 5, 2013, registered Nov 1, 2012 (-96 days) · Other
• Citizens Securities, Inc. to Invest Financial Corporation
  left Oct 2, 2012, registered Oct 2, 2012 (0 days) · Other
• Chase Investment Services Corp. to Citizens Securities, Inc.
  left May 22, 2007, registered Jan 22, 2008 (245 days) · Other

• Russell Edward Harris left Apogee Wealth Management for Bison Wealth, Llc (registered 2025-08-22)
  Mar 2, 2026 · Advisor changed firm · fact
• Russell Edward Harris left Truadvice Llc for Apogee Wealth Management (registered 2023-10-05)
  Nov 8, 2023 · Advisor changed firm · fact
• Russell Edward Harris left Brookstone Capital Management Llc for Truadvice Llc (registered 2022-02-09)
  Feb 7, 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

24derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address