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.

Advisor moves

Departures from Bison Wealth, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Charles Whitlock KunzelmanBison Wealth, LLC independent RIAQtr Family Wealth, LLC independent RIARIA to RIAFeb 14, 2025Dec 16, 2024
Wesley David HunterBison Wealth, LLC independent RIAQtr Family Wealth, LLC no RAUMRIA to a newly registered adviserFeb 14, 2025Nov 15, 2024
Lisa Renee MalaspineBison Wealth, LLC independent RIAQtr Family Wealth, LLC independent RIARIA to RIAFeb 14, 2025Dec 18, 2024
Chad Michael HunterBison Wealth, LLC independent RIAQtr Family Wealth, LLC no RAUMRIA to a newly registered adviserFeb 14, 2025Nov 18, 2024
William Michael FreemanBison Wealth, LLC independent RIAQtr Family Wealth, LLC independent RIARIA to RIAFeb 14, 2025Dec 18, 2024
Charles Edward RiceBison Wealth, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseDec 31, 2024Apr 15, 2025 (105 d)
Dean Roger St. MarieBison Wealth, LLC independent RIAThe Fiduciary Alliance independent RIARIA to RIADec 31, 2024Jan 8, 2025
Craig Francis HemenwayBison Wealth, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIADec 31, 2024Feb 24, 2025 (55 d)
Carolina Alicia MartinezBison Wealth, LLC independent RIAGreater Financial state registeredRIA to a state-registered adviserDec 31, 2024Aug 7, 2026 (584 d)
Richard Alan SampleyBison Wealth, LLC independent RIAThe Fiduciary Alliance independent RIARIA to RIANov 8, 2024Nov 13, 2024
Rachelle Klise Haysman CarmelBison Wealth, LLC independent RIARBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankOct 17, 2024Jan 14, 2025 (89 d)
Kyle William CrawfordBison Wealth, LLC independent RIAThe Fiduciary Alliance independent RIARIA to RIAOct 7, 2024Nov 13, 2024 (37 d)
Shawn Patrick JilesBison Wealth, LLC independent RIACyndeo Wealth Partners independent RIARIA to RIASep 9, 2024Aug 30, 2024
William Townson GrastyBison Wealth, LLC independent RIAThe Fiduciary Alliance independent RIARIA to RIAAug 29, 2024Aug 28, 2024
Joe Barrow TracyBison Wealth, LLC independent RIAThe Fiduciary Alliance independent RIARIA to RIAAug 23, 2024Jul 26, 2024
James Philip FunkBison Wealth, LLC independent RIAFarther independent RIARIA to RIAAug 23, 2024Aug 8, 2024
Victor GiustinaBison Wealth, LLC independent RIASaxony Capital Management, LLC independent RIARIA to RIAMay 17, 2024May 20, 2024
Lisa L SmithBison Wealth, LLC independent RIANine30 Advisors LLC independent RIARIA to RIAApr 12, 2024Sep 16, 2025 (522 d)
Robert Charles MaundBison Wealth, LLC independent RIAOakworth Asset Management, LLC no RAUMRIA to a newly registered adviserFeb 1, 2022Jul 1, 2025 (1246 d)
Stephen Alan ColavitoBison Wealth, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJan 3, 2022Dec 15, 2021
Willis Barnett Wiggins DobbsBison Wealth, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJan 3, 2022Dec 8, 2021
Christopher Paine SpiresBison Wealth, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 2, 2021Dec 7, 2021
Elizabeth Ann BosworthBison Wealth, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 2, 2021Jul 28, 2023 (603 d)
Carolyn LaroccoBison Wealth, LLC independent RIACardea Capital Group, Inc. mixed wealthRIA to RIASep 1, 2021May 10, 2021
Deanna Ann BrownBison Wealth, LLC independent RIAContemporary Financial Planning state registeredRIA to a state-registered adviserAug 31, 2021Aug 31, 2021
Saadia Ameen SindhuBison Wealth, LLC independent RIAContemporary Financial Planning state registeredRIA to a state-registered adviserAug 31, 2021Sep 14, 2021
Summer Anne RobertsBison Wealth, LLC independent RIAFamily Capital Advisors, LLC state registeredRIA to a state-registered adviserJul 12, 2021Mar 28, 2018
James Clinton BridgesBison Wealth, LLC independent RIAFamily Capital Advisors, LLC state registeredRIA to a state-registered adviserJul 12, 2021Mar 15, 2018
Jonathan Broadus TuggleBison Wealth, LLC mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseJan 25, 2021Jun 21, 2021 (147 d)
Lester M BrackleyBison Wealth, LLC mixed wealthArkos Global Advisors, LLC independent RIARIA to RIAMar 24, 2020Mar 20, 2020
Timothy Kane McgukinBison Wealth, LLC mixed wealthArkos Global Advisors, LLC independent RIARIA to RIAMar 24, 2020Mar 20, 2020
Anthony Richard MahfoodBison Wealth, LLC otherThe Fiduciary Alliance no RAUMOtherOct 6, 2016Sep 21, 2016
Gregory Miller TownerBison Wealth, LLC otherThe Fiduciary Alliance no RAUMOtherOct 6, 2016Sep 21, 2016
Brian James BoughnerBison Wealth, LLC otherThe Fiduciary Alliance independent RIAOtherOct 6, 2016Mar 6, 2026 (3438 d)
Steven Wayne TollesonBison Wealth, LLC otherThe Fiduciary Alliance otherOtherOct 6, 2016Nov 1, 2016
William Robert HinesBison Wealth, LLC otherThe Fiduciary Alliance no RAUMOtherOct 6, 2016Sep 21, 2016
Timothy Paul EvansBison Wealth, LLC otherAvantax Advisory Services otherOtherAug 25, 2015Jun 15, 2016 (295 d)
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37 moves match.