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

Arrivals at 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
Joan B KayeKey Investment Services LLC BD affiliatedBison Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 25, 2026Aug 18, 2026
Trisha Bernardo PerezApi Financial Advisors, LLC independent RIABison Wealth, LLC independent RIARIA to RIAAug 11, 2026Aug 18, 2026
James Joseph CaufieldApi Financial Advisors, LLC independent RIABison Wealth, LLC independent RIARIA to RIAAug 11, 2026Aug 19, 2026
Russell Edward HarrisApogee Wealth Management unclassifiedBison Wealth, LLC independent RIAOtherMar 2, 2026Aug 22, 2025
Spencer Michael BowmanStrategic Advisers LLC national BDBison Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 19, 2026Feb 3, 2026
Randy NevinsJ.P. Morgan Securities LLC wirehouseBison Wealth, LLC independent RIAWirehouse to independent RIAJan 13, 2026Feb 10, 2026
Rush Merrill JamesAdvocacy Wealth Management, LLC independent RIABison Wealth, LLC independent RIARIA to RIANov 18, 2025Feb 10, 2026 (84 d)
Perry Owens SmithMorgan Stanley wirehouseBison Wealth, LLC independent RIAWirehouse to independent RIAJun 11, 2025Mar 31, 2026 (293 d)
Aaron Ray FisherTerra Wealth independent RIABison Wealth, LLC independent RIARIA to RIAApr 28, 2025Apr 1, 2025
Dominic DimaccioLiquid Strategies, LLC asset managerBison Wealth, LLC independent RIAOtherFeb 5, 2025Feb 7, 2025
Justin Caldwell BollerLiquid Strategies, LLC asset managerBison Wealth, LLC mixed wealthOtherJan 6, 2025Jan 15, 2025
Lawrence M SassoIntegrity Alliance, LLC BD affiliatedBison Wealth, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAOct 15, 2024Oct 29, 2024
Becky LightmanBanyan Global Investment Advisors, LLC independent RIABison Wealth, LLC mixed wealthRIA to RIAOct 8, 2024Oct 8, 2024
Christopher Barron SleightTruadvice LLC no RAUMBison Wealth, LLC independent RIAOtherJun 26, 2024Dec 18, 2023
Lyndon Richard HarrisonTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 13, 2023Dec 18, 2023
Thomas AndersenTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Jan 3, 2024
Jesse John LipscombTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 5, 2023
Erin Lyn HollowayTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 4, 2023
Eric Gerrard EdwardsTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 4, 2023
Dirk WallTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 7, 2023
David John BernsTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 13, 2023
Nicholas Paul GyeszatTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 13, 2023
Jeremy Brent JohnsonTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 4, 2023
Ross David TaylorTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 13, 2023
Susan Lee WienekeTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 4, 2023
Robert Charles MartinTruadvice LLC mixed wealthBison Wealth, LLC mixed wealthRIA to RIADec 4, 2023Apr 26, 2024 (144 d)
Samantha Renee GyeszatTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 13, 2023
Nicholas Anthony FontanellaTd Ameritrade Investment Management, LLC independent RIABison Wealth, LLC independent RIARIA to RIASep 7, 2023Feb 13, 2026 (890 d)
Bethany R. WheelerAdvocacy Wealth Management, LLC independent RIABison Wealth, LLC independent RIARIA to RIAJul 13, 2022Jul 13, 2023 (365 d)
Brian Edward GreenCreativeone Wealth, LLC independent RIABison Wealth, LLC mixed wealthRIA to RIAMar 14, 2022Mar 11, 2022
Victor Patrick WilkersonCape Investment Advisory, Inc. independent RIABison Wealth, LLC mixed wealthRIA to RIADec 2, 2021Nov 30, 2021
Matthew Lee EvansFirst Heartland Consultants, Inc. BD affiliatedBison Wealth, LLC mixed wealthAffiliated broker-dealer or bank to independent RIANov 8, 2021Nov 9, 2021
Steven William ClarkWells Fargo Advisors wirehouseBison Wealth, LLC mixed wealthWirehouse to independent RIAAug 10, 2021Aug 3, 2021
Jacob Charles DuvallAdvocacy Wealth Management, LLC independent RIABison Wealth, LLC mixed wealthRIA to RIAMay 7, 2021Nov 19, 2021 (196 d)
William Walker HamAlphastar Capital Management independent RIABison Wealth, LLC mixed wealthRIA to RIAMar 30, 2021Apr 5, 2021
Richard Anthony McgrathIntegrity Alliance, LLC independent RIABison Wealth, LLC mixed wealthRIA to RIAMar 9, 2021Jun 15, 2021 (98 d)
Jimmy Dale LongGradient Advisors, LLC independent RIABison Wealth, LLC mixed wealthRIA to RIADec 31, 2020Apr 13, 2021 (103 d)
Jacob Lee TornowAdvocacy Wealth Management, LLC independent RIABison Wealth, LLC mixed wealthRIA to RIAAug 6, 2020Jan 18, 2022 (530 d)
Robert Thompson DavisAdvocacy Wealth Management, LLC independent RIABison Wealth, LLC no RAUMRIA to a newly registered adviserJan 22, 2019Feb 13, 2019
Lane Manning TurnerAdvocacy Wealth Management, LLC independent RIABison Wealth, LLC no RAUMRIA to a newly registered adviserJan 22, 2019Feb 11, 2019
Blake Ryan SchaperAdvocacy Wealth Management, LLC independent RIABison Wealth, LLC no RAUMRIA to a newly registered adviserJan 22, 2019Feb 19, 2019
Dustin Thomas CaseboltAmeriprise Financial Services, LLC national BDBison Wealth, LLC mixed wealthAffiliated broker-dealer or bank to independent RIADec 22, 2014Sep 13, 2021 (2457 d)
Anthony LouridoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBison Wealth, LLC independent RIAWirehouse to independent RIAOct 12, 2005Feb 21, 2025 (7072 d)
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43 moves match.