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Robert Charles Martin

Bison Wealth, LLC

Chapel Hill, NC

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
NC RA APPROVED 2024-04-26
  • NC RA
    APPROVED
    Since 2024-04-26

Branch Locations

50101 Governors Dr., Suite 160, Chapel Hill, NC 27517 • United States

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

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation Yes
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Oxley Capital Management, Llc North Cape May NJ 02/2019 05/2021
Oxley Capital Management, Llc North Cape May NJ 06/2018 01/2019
Unemployed Munich, Bavaria 01/2018 06/2018
Bitcoin Machine Supply Los Angeles CA 12/2016 01/2018
Sea Gear Marine Supply Cape May NJ 08/2017 09/2017
Student Loan Forgiveness Los Angeles CA 02/2017 03/2017
Unemployed Los Angeles CA 09/2016 11/2016
Oxley Capital Management, Llc North Cape May NJ 06/2020 05/2021
Zenith Retirement Planning Chapel Hill NC 05/2019 Present
Truadvice, Llc Sarasota FL 05/2021 12/2023
Bison Advisors Hartwell GA 12/2023 Present
  • 02/2019 → 05/2021
    North Cape May, NJ
  • 06/2018 → 01/2019
    North Cape May, NJ
  • 01/2018 → 06/2018
    Unemployed
    Munich, Bavaria
  • 12/2016 → 01/2018
    Bitcoin Machine Supply
    Los Angeles, CA
  • 08/2017 → 09/2017
    Sea Gear Marine Supply
    Cape May, NJ
  • 02/2017 → 03/2017
    Student Loan Forgiveness
    Los Angeles, CA
  • 09/2016 → 11/2016
    Unemployed
    Los Angeles, CA
  • 06/2020 → 05/2021
    North Cape May, NJ
  • 05/2019 → Present
    Zenith Retirement Planning
    Chapel Hill, NC
  • 05/2021 → 12/2023
    Truadvice, Llc
    Sarasota, FL
  • 12/2023 → Present
    Bison Advisors
    Hartwell, GA
Previous Registrations
  • 2021-05-19 → 2023-12-04
    Truadvice Llc
    Chapel Hill, NC
    Sarasota, FL
    Chapel Hill, NC
  • 2019-02-22 → 2021-04-20
    North Cape May, NJ
Other Businesses

1. Insurance Agent. a. Name: Zenith Retirement Planning. b. Investment related. Insurance and annuities in addition to Investment Advisory business c. 50101 Governors Dr Suite 160, Chapel Hill, NC 27517. d. Nature of business is to supplement Investment Advisory Service activities with insurance products e. 20 hours a month. f. During security trading hours, I devote approximately 1 hour. g. My duties include: i. Collaborating with FMOs to design private pension plans for my clients. ii. Organizing applications for my clients. iii. Overseeing the execution of such instruments. iv. Serving clients annually to maintain accuracy of plan and function of all moving parts, including private pension plans (annuities and life insurance). h. Start date: 05/2019

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-02
  • S65 Uniform Investment Adviser Law Examination
    2019-02-02

View on SEC IAPD

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