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Inactive

Spencer Michael Bowman

Bison Wealth, LLC

Atlanta, GA

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Current Employers
Bison Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-03
  • GA RA
    APPROVED
    Since 2026-02-03

Branch Locations

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • 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
Equitable Advisors, Llc New York NY 05/2021 07/2021
Oklahoma State University Stillwater OK 08/2017 05/2021
Habitat For Humanity Restore Stillwater OK 05/2020 10/2020
Cagle Office - Oklahoma State University Stillwater OK 01/2020 05/2020
The Barn Sillwater OK 05/2019 08/2019
Self Employed Lawrence KS 03/2014 08/2017
Free State High School Lawrence KS 07/2013 07/2017
Fidelity Brokerage Services Llc Westlake TX 08/2021 02/2026
Instacart Dallas TX 07/2021 08/2021
Fidelity Investments Boston MA 03/2025 02/2026
Bison Wealth, Llc. Atlanta GA 01/2026 Present
  • 05/2021 → 07/2021
    Equitable Advisors, Llc
    New York, NY
  • 08/2017 → 05/2021
    Oklahoma State University
    Stillwater, OK
  • 05/2020 → 10/2020
    Habitat For Humanity Restore
    Stillwater, OK
  • 01/2020 → 05/2020
    Cagle Office - Oklahoma State University
    Stillwater, OK
  • 05/2019 → 08/2019
    The Barn
    Sillwater, OK
  • 03/2014 → 08/2017
    Self Employed
    Lawrence, KS
  • 07/2013 → 07/2017
    Free State High School
    Lawrence, KS
  • 08/2021 → 02/2026
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 07/2021 → 08/2021
    Instacart
    Dallas, TX
  • 03/2025 → 02/2026
    Fidelity Investments
    Boston, MA
  • 01/2026 → Present
    Bison Wealth, Llc.
    Atlanta, GA
Previous Registrations
  • 2025-03-31 → 2026-02-19
    Strategic Advisers Llc
    Dallas, TX
    Oklahoma City, OK
    Nichols Hills, OK
    Westlake, TX
    Boston, MA
  • 2021-12-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Nichols Hills, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-11
  • S66 Uniform Combined State Law Examination
    2021-11-11
Other Names
  • Spencer Bowman

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
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EQUITY SERVICES, INC. · ATLANTA, GA

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