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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-07 |
| SC | RA | APPROVED | 2022-01-18 |
Branch Locations
122 W Franklin Street, Hartwell, GA 30643 • 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 |
|---|---|---|---|---|
| Advocacy Wealth Management, Llc | Atlanta | GA | 12/2019 | 08/2020 |
| Forge Consulting, Llc | Atlanta | GA | 05/2016 | 12/2019 |
| Bison Advisors | Hartwell | GA | 01/2022 | 12/2024 |
| Georgia Army National Guard | Winder | GA | 08/2016 | Present |
| Marketing Analysis And Development, Llc | Kennesaw | GA | 08/2020 | Present |
| Honeybee Holdings, Llc | Kennesaw | GA | 01/2021 | Present |
| Bison Wealth, Llc. | Atlanta | GA | 01/2025 | Present |
Honeybee Holdings, LLC; investment related; Kennesaw, Georgia; Founding member; Started Jan 2021 - Present; any legal purpose/real estate. Marketing Analysis and Development, LLC; not investment related; Kennesaw, Georgia; Founding Partner; Stated August 2020 - Present; any legal purpose/ marketing and educational infographics. Georgia Army National Guard; not investment related; Winder, Georgia; UH60 (Blackhawk) Pilot; Started August 2016 - Present; Military Aviation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-04 |
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