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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-31 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 11/2013 | 05/2025 |
| Morgan Stanley | Alpharetta | GA | 01/2023 | 05/2025 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 05/2025 |
| Bison Wealth, Llc. | Atlanta | GA | 03/2026 | Present |
| Unemployed | Atlanta | GA | 06/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-04 |
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