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Current Employers
Bison Wealth, Llc

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2023-12-07
  • ID RA
    APPROVED
    Since 2023-12-07

Branch Locations

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States

1013 E Winding Creek Drive, Eagle, ID 83616 • 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
Global Financial Private Capital, Llc Sarasota FL 06/2012 08/2018
Solid Wealth Company Eagle ID 11/2014 Present
Truadvice, Llc Sarasota FL 08/2018 12/2023
Bison Advisors Hartwell GA 12/2023 Present
  • 06/2012 → 08/2018
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 11/2014 → Present
    Solid Wealth Company
    Eagle, ID
  • 08/2018 → 12/2023
    Truadvice, Llc
    Sarasota, FL
  • 12/2023 → Present
    Bison Advisors
    Hartwell, GA
Previous Registrations
  • 2018-08-13 → 2023-12-04
    Truadvice Llc
    Meridian, ID
    Sarasota, FL
  • 2012-07-05 → 2018-08-21
    Global Financial Private Capital, Inc.
    Meridian, ID
    Sarasota, FL
Other Businesses

SOLID WEALTH COMPANY 1013 E Winding Creek Drive, Eagle, ID 83616 START DATE-11/2014 LIFE INSURANCE SALES OWNER & LIFE INSURANCE AGENT 57 hours per month spent, most during trading hours Not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-07
  • S65 Uniform Investment Adviser Law Examination
    2012-05-07

View on SEC IAPD

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