DFX Intelligence
Advisors
Advisors registered through Bison Wealth, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
61 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Christopher Barron Sleight | Bison Wealth, LLC independent RIA | Sarasota, Fl | Dec 18, 2023 | 23 y | 2 | 1 |
| Perry Owens Smith | Bison Wealth, LLC independent RIA | Atlanta, Ga | Mar 31, 2026 | 21 y | 5 | 1 |
| Evangeline Stratis | Bison Wealth, LLC independent RIA | Brooksville, Fl | Jan 8, 2025 | 25 y | 12 | 1 |
| J•••• L•• T••••• | B•••• W•••••• L•• independent RIA | Atlanta, Ga | Jan 18, 2022 | 10 y | 1 | 2 |
| M••• P••••••• T••••• | B•••• W•••••• L•• independent RIA | Atlanta, Ga | Jan 3, 2025 | 24 y | 6 | 3 |
| L••• M•••••• T••••• | B•••• W•••••• L•• independent RIA | Atlanta, Ga | Feb 11, 2019 | 35 y | 1 | 1 |
| D••• W••• | B•••• W•••••• L•• independent RIA | Eagle, Id | Dec 7, 2023 | 14 y | 2 | 1 |
| S••• T•••• W•••••• | B•••• W•••••• L•• independent RIA | Atlanta, Ga | Sep 18, 2025 | 12 y | 0 | 1 |
| B•••••• R• W•••••• | B•••• W•••••• L•• independent RIA | Woodstock, Ga | Jul 13, 2023 | 14 y | 1 | 1 |
| V••••• P•••••• W•••••••• Certified Financial Planner, Chartered Financial Consultant | B•••• W•••••• L•• independent RIA | Atlanta, Ga | Nov 30, 2021 | 28 y | 9 | 3 |
| J••• T••••• W••••••• Certified Financial Planner · dual registrant | B•••• W•••••• L•• independent RIA | Atlanta, Ga | Jan 6, 2025 | 26 y | 3 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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