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Richard Anthony Mcgrath

Bison Wealth, LLC

Atlanta, GA

Virginia Beach, VA

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Current Employers
Bison Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-07-28
VA RA APPROVED 2021-06-15
  • GA RA
    APPROVED
    Since 2022-07-28
  • VA RA
    APPROVED
    Since 2021-06-15

Branch Locations

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

2809 S. Lynnhaven Rd. Suite 160, Virginia Beach, VA 23452 • United States

Disclosures

2 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 No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Dominion Insurance Group, Inc. Virginia Beach VA 05/1999 02/2017
Rauch Advisory Llc Chesapeake VA 10/2016 12/2020
Game Day Gear, Inc. Virginia Beach VA 09/2013 01/2019
Brokers International Financial Services Urbandale IA 01/2021 03/2021
Armis Advisers Hartwell GA 04/2021 Present
Dominion Financial Solutions Virginia Beach VA 02/2017 Present
  • 05/1999 → 02/2017
    Dominion Insurance Group, Inc.
    Virginia Beach, VA
  • 10/2016 → 12/2020
    Chesapeake, VA
  • 09/2013 → 01/2019
    Game Day Gear, Inc.
    Virginia Beach, VA
  • 01/2021 → 03/2021
    Brokers International Financial Services
    Urbandale, IA
  • 04/2021 → Present
    Armis Advisers
    Hartwell, GA
  • 02/2017 → Present
    Dominion Financial Solutions
    Virginia Beach, VA
Previous Registrations
  • 2021-01-21 → 2021-03-09
    Virginia Beach, VA
    Urbandale, IA
  • 2016-10-28 → 2021-01-20
    Virginia Beach, VA
    Chesapeake, VA
    Chesapeake, VA
  • 2014-09-12 → 2015-02-26
    Deeproot Wealth Advisors, Llc
    San Antonio, TX
  • 2009-07-16 → 2012-05-18
    Osaic Fs, Inc.
    Annapolis, MD
    Virginia Beach, VA
  • 2006-03-31 → 2009-07-16
    Virginia Beach, VA
    Norfolk, VA
Other Businesses

1)We Promise Foundation; not investment related; 5700 Cleveland Street, Virginia Beach, VA 23462; Board Member; Board of Trustees Member; Start 1/1/2017; 5 hours per month, 0 during trading; Serve as member of the board 2)Old Dominion University Athletic Foundation; not investment related; 4417 Monarch Way #4, Norfolk, VA 23508; Board Member; Board of Trustees Member; Start 1/1/2011; 10 hours per month, 0 during trading; Serve as member of the board 3)Dominion Financial Solutions, Inc; Investment related; 521 Old Great Neck Road Suite 3, Virginia Beach, VA 23454; DBA for investment advisory service and fixed insurance products and services; Founder and CEO; start 1/1/2000; 160 per month, 140 during trading; Sales and service of advisory and insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-29
S63 Uniform Securities Agent State Law Examination 2002-12-21
  • S65 Uniform Investment Adviser Law Examination
    2016-08-29
  • S63 Uniform Securities Agent State Law Examination
    2002-12-21

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