Rush Merrill James

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

• 02/2017 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO
• 08/2016 → 02/2017
  Unemployed
  New York, NY
• 07/2017 → 11/2018
  Bank Of America, N.A.
  Clayton, MO
• 12/2018 → 11/2025
  Advocacy Wealth Management, Llc
  Atlanta, GA
• 01/2026 → Present
  Bison Wealth, Llc.
  Atlanta, GA

Previous Registrations

• 2018-12-17 → 2025-11-18
  Advocacy Wealth Management, Llc
  St. Louis, MO
  Atlanta, GA
  Atlanta, GA
  St. Louis, MO
• 2017-06-08 → 2018-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-06-02
• S63 Uniform Securities Agent State Law Examination
  2015-09-03

Other Names

• Rush James
• Rush Merrill James