Erin Lyn Holloway

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 08/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 08/2018 → 01/2023
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2013 → Present
  The Holloway Partnership
  Tyler, TX
• 01/2023 → 12/2023
  Truadvice, Llc
  Sarasota, FL
• 12/2023 → Present
  Bison Wealth
  Hartwell, GA

Previous Registrations

• 2023-01-16 → 2023-12-04
  Truadvice Llc
  Longview, TX
  Athens, TX
  Tyler, TX
  Sarasota, FL
• 2018-08-03 → 2023-01-17
  Ae Wealth Management, Llc
  Tyler, TX
  Longview, TX
• 2014-03-03 → 2018-08-01
  Global Financial Private Capital, Inc.
  Arp, TX
  Sarasota, FL
  Tyler, TX

Other Businesses

1.) JJEK INVESTMENTS, LLC DOING BUSINESS AS THE HOLLOWAY PARTNERSHIP; YES INVESTMENT RELATED; 6573 OLD JACKSONVILLE HWY, SUITE 200, TYLER, TX 75703; INSURANCE SALES; OWNER; START DATE - 03/2012; APPROXIMATELY 120 HOURS PER MONTH SPENT; APPROXIMATELY 120 HOURS PER MONTH SPENT DURING SECURITIES TRADING HOURS; DUTIES - INSURANCE SALES AND SERVICES. (2.) KEMO FARMS; NOT INVESTMENT RELATED; 12644 FM 2607, ARP, TX 75750; FARM AND RANCH; OWNER; START DATE - 8/2001; APPROXIMATELY 20 HOURS PER MONTH SPENT; APPROXIMATELY 20 HOURS PER MONTH SPENT DURING SECURITIES TRADING HOURS; GENERAL RANCHING DUTIES. 3.) Western Legends Sports Management; Not investment related; 12644 FM 2607, Arp Texas, 75750; Rodeo Sports Agency; Partner; Start date - 02/25/2025; Approximately 30 hours per month spent; 0 hours spent during trading hours. Duties - Client management

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-14

Other Names

• Erin Lyn Wahle
• Erin L Wahle