Inactive

Rush Merrill James

Bison Wealth, LLC

Claim This Profile

Current Employers

Bison Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-02-10

NY RA
APPROVED

Since 2026-02-10

Branch Locations

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

New York, NY • 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

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

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

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

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

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC

BRIGHTER INVESTING, PB LLC

RBC CAPITAL MARKETS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NEWEDGE ADVISORS

EQUITY SERVICES, INC.

JEFFERIES INVESTMENT ADVISERS LLC

Other Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

WILLIAM LEWIS LEVINE

CHAD JOSEPH NORFOLK

SEAN PATRICK COOK

JONATHAN CHRISTOPHER BRISTOW

MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

HB WEALTH · ATLANTA, GA

BRIGHTER INVESTING, PB LLC · ATLANTA, GA

RBC CAPITAL MARKETS, LLC · Atlanta, GA

HB WEALTH · Atlanta, GA

AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA

NEWEDGE ADVISORS · Atlanta, GA

EQUITY SERVICES, INC. · ATLANTA, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor