Esteven Enrique Ladron De Guevara

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

• 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

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