Best Investors Account Sign in
Inactive

Esteven Enrique Ladron De Guevara

Bison Wealth, LLC

Sunrise, FL

Atlanta, GA

Claim This Profile
Current Employers
Bison Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-07
  • FL RA
    APPROVED
    Since 2025-01-07

Branch Locations

Sunrise, FL • United States

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
Royal Phillips Gainesville FL 06/2020 07/2022
Myloyn Gainesville FL 10/2019 08/2020
University Of Florida Gainesville FL 06/2018 12/2018
University Of Florida Gainesville FL 08/2015 08/2020
The Pacific Financial Group, Inc. Bellevue WA 08/2021 12/2022
Bison Wealth, Llc Dba Serve And Protect Financial Atlanta GA 01/2023 Present
  • 06/2020 → 07/2022
    Royal Phillips
    Gainesville, FL
  • 10/2019 → 08/2020
    Myloyn
    Gainesville, FL
  • 06/2018 → 12/2018
    University Of Florida
    Gainesville, FL
  • 08/2015 → 08/2020
    University Of Florida
    Gainesville, FL
  • 08/2021 → 12/2022
    The Pacific Financial Group, Inc.
    Bellevue, WA
  • 01/2023 → Present
    Bison Wealth, Llc Dba Serve And Protect Financial
    Atlanta, GA
Previous Registrations
  • 2023-02-03 → 2024-12-31
    Bison Wealth, Llc
    Atlanta, GA
    Pembroke Pines, FL
  • 2021-08-23 → 2022-12-31
    The Pacific Financial Group, Inc.
    Pembroke Pines, FL
    Nashville, TN
    Gainesville, FL
Other Businesses

9/2022 Independent Licensed insurance Agent; Investment Related; Florida; life insurance, primarily term, approximately 8 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-25
  • S65 Uniform Investment Adviser Law Examination
    2021-04-25

View on SEC IAPD

Other Firms

PFS INVESTMENTS INC.
LIFECRAFT WEALTH MANAGEMENT
IFG ADVISORY, LLC
ASSET PROTECTION GROUP
INTEGRITY ALLIANCE, LLC.
NEIL JESANI WEALTH MANAGEMENT
OSAIC WEALTH, INC.
TRAJAN WEALTH, L.L.C.

Other Investors

DANE T NILES
GEORGE SHASHATY
PAMELA CHRISTINE CUNNINGHAM
MICHAEL J CUNNINGHAM
Mitchell Sosa
LUIS RUBEN UGALDE
RICHARD THOMAS PUSATERI
MADELENE MORALES

Other Offices

PFS INVESTMENTS INC. · SUNRISE, FL
PFS INVESTMENTS INC. · SUNRISE, FL
PFS INVESTMENTS INC. · SUNRISE, FL
PFS INVESTMENTS INC. · SUNRISE, FL
LIFECRAFT WEALTH MANAGEMENT · SUNRISE, FL
IFG ADVISORY, LLC · Sunrise, FL
ASSET PROTECTION GROUP · SUNRISE, FL
INTEGRITY ALLIANCE, LLC. · Davie, FL

More in Sunrise, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor