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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-08 |
Branch Locations
980 North Federal Highway Suite 110, Pmb 1081, Boca Raton, FL 33432 • United States
Delray Beach, FL • United States
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Trust | Boca Raton | FL | 06/2014 | 05/2019 |
| Ubs Financial Services | West Palm Beach | FL | 05/2019 | 12/2020 |
| Banyan Global Investment Advisors, Llc Dba Lightman Capital | Boca Raton | FL | 12/2020 | 10/2024 |
| Bison Advisors, Llc. | Hartwell | GA | 10/2024 | 12/2024 |
| Bison Wealth, Llc. | Atlanta | GA | 01/2025 | Present |
| Metric Financial Llc | Atlanta | GA | 12/2025 | Present |
1. Charles Wayne Properties located at 444 Seabreeze Blvd Daytona Beach, FL and is only used for personal investments. Becky Lightman is a licensed Real Estate Agent. Not Investment Related, Start Date: 1/1/2009. Spends 1 hour per month on this activity. 2. Florida Atlantic University College of Business located in Boca Raton, Florida. Lightman sits on the FAU College of Business Advisory Board. The board's mission is to assist FAU students with best access to pre-professional tools, including educational programming, access to internships, and getting interesting speakers to campus. Not Investment Related. Start Date: 09/2025. Spends two hours per month on this activity. 3. Yale Club of the Palm Beaches located in Palm Beach, Florida. As an unpaid board member of the Yale Club of the Palm Beaches, Lightman assists with programming for alumni, and also visits Yale as part of the Association of Yale Alumni on a yearly basis. She assists with school interviews, the book award program, and other programming for alumni in the area. Not Investment Related, Start Date 9/2014. Spends three hours per month on this activity. 4. Lightman Capital LLC is a company that Becky Lightman owns and is a DBA that she does her investment advisory business through Bison Wealth. Start Date: 01/2021. Investment Related. She spends 120 hours per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 2011-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-03 |
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