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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-02 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
1245 Jordan Creek Pkwy Suite 170, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bison Wealth, Llc Dba Capital Defender Advisors | Atlanta | GA | 11/2023 | Present |
| Capital Defender Wealth Management Group | Clive | IA | 02/2023 | 02/2026 |
| Kidder Advisers, Inc. | Clive | IA | 08/2018 | 02/2023 |
| Destination Xl | West Des Moines | IA | 04/2015 | 09/2018 |
| Capital Defender Wealth Management Group | West Des Moines | IA | 02/2026 | Present |
(1) 05/2020 Independent Licensed Insurance Agent; Investment Related; Des Moines, IA; Life Insurance (2) Scentsy, Inc. - home décor and fragrance direct sales company - Non-Investment Related; 1099- Independent Contractor, Sales; 05/2020 - hours vary, but generally no business is conducted during trading hours, and do not exceed 25 hours/month - promote, solicit, and receive orders for merchandise in-person and on social media- commission based on orders received. (3) 2/2022 Capital Defender Wealth Management Group; Office Manager; Investment Related; Clive, IA; 160 hours/month, 160 hours during trading hours; Organize office operations, coordinate communication between branches and departments, manage office budget, coordinate company financials, supervise administrative staff
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-14 |
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