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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-29 |
Branch Locations
1122 Franklin Ave. Suite 402, Garden City, NY 11530 • 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 |
|---|---|---|---|---|
| Bny | New York | NY | 11/2011 | 02/2026 |
| Bny Mellon Securities Corporation | New York | NY | 09/2025 | 02/2026 |
| Bison Wealth, Llc. | Atlanta | GA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-30 |
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