John Picardi

Current Employers

Employment History

• 10/2010 → 01/2022
  J.W. Cole Financial, Inc.
  Tampa, FL
• 10/2010 → 01/2022
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 01/2022 → Present
  Bison Wealth, Llc.
  Atlanta, GA
• 01/2022 → 06/2024
  Dba John Picardi & Associates
  Kennesaw, GA
• 07/2022 → 11/2023
  Metric Financial, Llc
  Atlanta, GA
• 11/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2022-08-23 → 2024-12-31
  Bison Wealth, Llc
  Kennesaw, GA
  Atlanta, GA
• 2010-10-29 → 2022-01-11
  J. W. Cole Advisors, Inc.
  Kennesaw, GA
  Tampa, FL
  Marietta, GA
  Kennesaw, GA
• 2008-08-20 → 2010-10-20
  Money Concepts Capital Corp
  Acworth, GA
  Atlanta, GA
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Woodstock, GA
  Marietta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Norcross, GA
• 2007-02-26 → 2008-08-18
  Investment Advisors International, Inc.
  Atlanta, GA

Other Businesses

1. Bison Wealth LLC. Investment related. At registered location. RIA. Advisor. Start date: 09/2023. 120 hrs/month; all during trading hours. Manage Client accounts & Relationships. 2. Fixed Insurance; Yes; At registered location; Fixed/Traditional Insurance; Agent; 10/2023; 10; 10; Sales of Fixed/Traditional insurance products. 3. PKSF; Yes; At registered location; Fixed/Traditional Insurance; Agent; 10/2023; 10; 10; Sales of Fixed/Traditional insurance products and servicing of Variable Annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-18
• S63 Uniform Securities Agent State Law Examination
  2004-07-02