Richard Anthony Mcgrath

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

• 05/1999 → 02/2017
  Dominion Insurance Group, Inc.
  Virginia Beach, VA
• 10/2016 → 12/2020
  Rauch Advisory Llc
  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
  Integrity Alliance, Llc.
  Virginia Beach, VA
  Urbandale, IA
• 2016-10-28 → 2021-01-20
  Rauch Advisory Llc
  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
  Eagle Strategies Llc
  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

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