Brian Keith Mcginnis

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

• 12/2013 → 05/2019
  Lpl Financial
  Spring Hill, FL
• 12/2013 → 07/2020
  Independent Financial Partners
  Spring Hill, FL
• 05/2019 → 07/2020
  Ifp Securities, Llc
  Fort Mills, SC
• 08/2020 → 12/2022
  The Pacific Financial Group, Inc.
  Bellevue, WA
• 01/2023 → Present
  Bison Wealth, Llc Dba Serve & Protect And Capital Defender
  Atlanta, GA

Previous Registrations

• 2023-02-09 → 2024-12-31
  Bison Wealth, Llc
  Gainesville, GA
  Atlanta, GA
  Brooksville, FL
• 2020-08-06 → 2022-12-31
  The Pacific Financial Group, Inc.
  New Port Richey, FL
  Nashville, TN
  Nasvhille, TN
• 2014-01-02 → 2020-07-31
  Independent Financial Partners
  Spring Hill, FL
  Tampa, FL
  Weeki Wachee, FL
• 2013-08-15 → 2013-12-16
  National Planning Corporation
  St. Albans Rd, MO
  Spring Hill, FL

Other Businesses

12/2013 Serve and Protect Financial, Inc; Owner; and 2/2023 Capital Defender Advisors, Inc.; S- Corporations; President; Investment Related; Spring Hill, FL; Names also registered as DBAs for Bison Wealth, LLC as of 1/2023 Investment Advisory Firm - Investment Adviser Representative/Managing Director

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-10-21
• S65 Uniform Investment Adviser Law Examination
  2013-08-10