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Bethany R. Wheeler

Bison Wealth, LLC

Woodstock, GA

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 2023-07-13
  • GA RA
    APPROVED
    Since 2023-07-13

Branch Locations

Woodstock, GA • 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
Advocacy Wealth Management, Llc Atlanta GA 05/2019 Present
Advocacy Wealth Management, Llc Atlanta GA 11/2011 Present
Previous Registrations
Other Businesses

Fiduciary Mangement Solutions, LLC; investment related (planning); 222 Morning Mist Way, Woodstock , GA 30189; consulting; Owner; 160 hrs per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-28
  • S65 Uniform Investment Adviser Law Examination
    2020-09-28
Other Names
  • Bethany Denyse Roper

View on SEC IAPD

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