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Julie Ann Coleman

Bison Wealth, LLC

Atlanta, GA

Fairview, TN

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Current Employers
Bison Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-04-08
  • TN RA
    APPROVED
    Since 2026-04-08

Branch Locations

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

Fairview, TN • 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
Vanderbilt University Nashville TN 01/2005 05/2023
Arbitrage Trade Memphis TN 07/2020 10/2020
Williamson County School System Franklin TN 01/2024 Present
Homemaker Fairview TN 06/2023 01/2024
Bison Wealth, Llc. Atlanta GA 03/2026 Present
  • 01/2005 → 05/2023
    Vanderbilt University
    Nashville, TN
  • 07/2020 → 10/2020
    Arbitrage Trade
    Memphis, TN
  • 01/2024 → Present
    Williamson County School System
    Franklin, TN
  • 06/2023 → 01/2024
    Homemaker
    Fairview, TN
  • 03/2026 → Present
    Bison Wealth, Llc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-27
  • S65 Uniform Investment Adviser Law Examination
    2026-02-27
Other Names
  • Julie Ann Roberts

View on SEC IAPD

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