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Current Employers
Bison Wealth Management, Llc

5010 Mayfield Road Suite 201, Lyndhurst, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-20
  • OH RA
    APPROVED
    Since 2026-03-20

Branch Locations

5010 Mayfield Road Suite 201, Lyndhurst, OH 44124 • United States

Beachwood, OH • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Gary E. Friedman Beachwood OH 07/2000 Present
Bison Wealth Management, Llc Lyndhurst OH 03/2026 Present
Summit Capital, Inc. Pepper Pike OH 06/2008 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-06
  • S65 Uniform Investment Adviser Law Examination
    2016-01-06

View on SEC IAPD

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