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Current Employers
Bison Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-04
  • TX RA
    APPROVED
    Since 2023-12-04

Branch Locations

6573 Old Jacksonville Hwy, Suite 200, Tyler, TX 75703 • United States

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

100 E Corsicana St #205, Athens, TX 75751 • United States

2107 Courthouse Drive, Suite 109, Longview, TX 75605 • 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
Global Financial Private Capital, Llc Sarasota FL 02/2014 08/2018
Ae Wealth Management, Llc Topeka KS 08/2018 01/2023
The Holloway Partnership Tyler TX 05/2013 Present
Truadvice, Llc Sarasota FL 01/2023 12/2023
Bison Wealth Hartwell GA 12/2023 Present
  • 02/2014 → 08/2018
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 08/2018 → 01/2023
    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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-14
  • S65 Uniform Investment Adviser Law Examination
    2014-02-14
Other Names
  • Erin Lyn Wahle
  • Erin L Wahle

View on SEC IAPD

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