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Evangeline Stratis

Bison Wealth, LLC

Atlanta, GA

Brooksville, FL

CRD 4220133

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Employer firm

Bison Wealth, LLC CRD 299805

$2.74B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Bison Wealth, Llc

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-08
  • FL RA
    APPROVED
    Since 2025-01-08

Branch Locations

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States

Brooksville, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Tampa FL 08/2011 05/2019
Independent Financial Partners Tampa FL 08/2011 12/2018
Iht Wealth Management Llc Chicago IL 02/2019 05/2019
Ifp Securities, Llc Tampa FL 05/2019 04/2021
Independent Financial Partners Riverview FL 05/2019 04/2021
The Pacific Financial Group, Inc. Bellevue WA 04/2021 12/2022
Bison Wealth, Llc Atlanta GA 01/2023 Present
Previous Registrations
  • 2023-02-03 → 2024-12-31
    Bison Wealth, Llc
    Riverview, FL
    Atlanta, GA
    Brooksville, FL
  • 2021-05-09 → 2022-12-31
    The Pacific Financial Group, Inc.
    Riverview, FL
    Nashville, TN
    Nashville, TN
  • 2019-06-24 → 2021-04-14
    Independent Financial Partners
    Riverview, FL
  • 2019-02-27 → 2019-05-23
    Iht Wealth Management Llc
    St. Petersburg, FL
    Chicago, IL
  • 2013-08-06 → 2018-12-24
    Independent Financial Partners
    Tampa, FL
    St Petersburg, FL
  • 2012-04-11 → 2013-07-15
    Lpl Financial Llc
    Tampa, FL
    St. Petersburg, FL
    St. Petersburg, FL
  • 2010-04-21 → 2011-07-28
    Anderson & Strudwick, Incorporated
    Tampa, FL
  • 2006-05-15 → 2010-03-31
    Gunnallen Financial, Inc
    Tampa, FL
  • 2004-11-04 → 2005-09-30
    Gunnallen Financial, Inc
    Tampa, FL
  • 2003-02-26 → 2004-10-26
    Invest Financial Corporation
    Tampa, FL
  • 2002-10-31 → 2003-01-13
    Chase Investment Services Corp.
    Tampa, FL
  • 2002-01-14 → 2002-10-18
    Valic Financial Advisors, Inc.
    Tampa, FL
Other Businesses

11/2001 Independent Licensed insurance Agent; Investment Related; Florida; Life, health, Variable

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-21
S63 Uniform Securities Agent State Law Examination 2000-11-06
  • S66 Uniform Combined State Law Examination
    2001-05-21
  • S63 Uniform Securities Agent State Law Examination
    2000-11-06
Other Names
  • Evangeline Stratis
  • Evangeline Caldwell
  • Evangeline Caldwell
  • Evangeline Stratis
  • Evangeline Smith

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BRIGHTER INVESTING, PB LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA

More in Atlanta, GA

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