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
Eliot Dylan MarrBison Wealth, LLC independent RIARetirement Plan Advisors, LLC mixed wealthRIA to RIAJan 9, 2026Jan 13, 2026
Eric Gerrard EdwardsBison Wealth, LLC independent RIASurepath Wealth Management, LLC state registeredRIA to a state-registered adviserSep 26, 2025Mar 31, 2025
Susan Lee WienekeBison Wealth, LLC independent RIASimplicity Wealth mixed wealthRIA to RIASep 22, 2025Sep 23, 2025
Thomas AndersenBison Wealth, LLC independent RIAEvolution Wealth Management Inc. independent RIARIA to RIASep 5, 2025Sep 26, 2025
John Patrick RoughenBison Wealth, LLC independent RIAFirst Citizens Investor Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 16, 2025Jul 2, 2025
Lyndon Richard HarrisonBison Wealth, LLC mixed wealthWealthspan Investment Management, LLC independent RIARIA to RIADec 31, 2024Jan 7, 2025
Jesse John LipscombBison Wealth, LLC mixed wealthCompass Financial Management LLC independent RIARIA to RIADec 31, 2024Oct 15, 2024
Nicholas Paul GyeszatBison Wealth, LLC mixed wealthReality Financial Planning Services, LLC independent RIARIA to RIADec 31, 2024Jan 17, 2025
Samantha Renee GyeszatBison Wealth, LLC mixed wealthAccurate Wealth Management, LLC independent RIARIA to RIADec 31, 2024Jan 15, 2025
William Walker HamBison Wealth, LLC mixed wealthAlphastar Capital Management independent RIARIA to RIANov 25, 2024Feb 13, 2025 (80 d)
David John BernsBison Wealth, LLC mixed wealthHd Money, Inc. independent RIARIA to RIAJul 3, 2024Jul 27, 2024
Ross David TaylorBison Wealth, LLC mixed wealthAccurate Wealth Management, LLC independent RIARIA to RIAMay 14, 2024Jun 12, 2024
Matthew Lee EvansBison Wealth, LLC independent RIAMsl Advisors, LLC unclassifiedOtherMay 5, 2023Apr 7, 2023
Brian Edward GreenBison Wealth, LLC mixed wealthBrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 14, 2023Feb 6, 2023
Jimmy Dale LongBison Wealth, LLC mixed wealthAlphastar Capital Management independent RIARIA to RIANov 12, 2021Nov 16, 2021
Robert Thompson DavisBison Wealth, LLC mixed wealthAdvocacy Wealth Management, LLC independent RIARIA to RIASep 9, 2021Nov 15, 2021 (67 d)
Page 1 of 1
16 moves match.