Best Investors Account Sign in
Inactive

Perry Bishop Bean

Bishop Capital Advisors LLC

Boca Raton, FL

Claim This Profile
Current Employers
Bishop Capital Advisors Llc

301 Yamato Road Suite 1140, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-03
  • FL RA
    APPROVED
    Since 2023-01-03

Branch Locations

301 Yamato Road Suite 1140, Boca Raton, FL 33431 • 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
Gallacher Capital Management, Llc Lone Tree CO 10/2016 02/2020
Cheyenne Group New York NY 04/2015 10/2016
Purshe Kaplan Sterling Investments Albany NY 02/2017 02/2020
Cwm, Llc Dba Nichols Wealth Partners Boca Raton FL 02/2020 07/2022
Cwm, Llc Omaha NE 02/2020 07/2022
Bishop Capital Advisors Llc Boca Raton FL 03/2022 Present
  • 10/2016 → 02/2020
    Lone Tree, CO
  • 04/2015 → 10/2016
    Cheyenne Group
    New York, NY
  • 02/2017 → 02/2020
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 02/2020 → 07/2022
    Cwm, Llc Dba Nichols Wealth Partners
    Boca Raton, FL
  • 02/2020 → 07/2022
    Omaha, NE
  • 03/2022 → Present
    Boca Raton, FL
Previous Registrations
Other Businesses

Independent insurance agent license, not investment related, 301 Yamato Rd., Suite 1140, Boca Raton, FL. 33431, Insurance sales; Agent; since 4/2022; Insurance products; four hours per month spent on this activity during securities trading hours; Insurance sales.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-01-27
  • S66 Uniform Combined State Law Examination
    2010-01-27

View on SEC IAPD

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor