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Trisha Bernardo Perez

Bison Wealth, LLC

Lithia, FL

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
FL RA APPROVED 2026-08-18
  • FL RA
    APPROVED
    Since 2026-08-18

Branch Locations

Lithia, FL • 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
Api Financial Advisors, Llc Rockledge FL 05/2026 08/2026
Storm Praise Publishing, Llc Mukilteo WA 11/2014 12/2019
Akw Law, Pllc Mountlake Terrace WA 11/2015 09/2016
Storm Praise Design & Consulting, Llc Mukilteo WA 05/2019 12/2019
Storm Praise Publishing, Llc Lithia FL 04/2020 Present
Storm Praise Design & Consulting, Llc Lithia FL 04/2020 Present
Goldenridge Financial Network, Llc Lithia FL 05/2025 Present
Unemployed Lithia FL 01/2020 04/2020
World Financial Group San Francisco CA 04/2020 04/2023
The Valoram Group San Francisco CA 04/2023 05/2024
Tax Free Wealth Group San Francisco CA 05/2024 12/2025
Truchoice Financial Group Minneapolis MN 12/2025 Present
Bison Wealth, Llc. Atlanta GA 08/2026 Present
  • 05/2026 → 08/2026
    Rockledge, FL
  • 11/2014 → 12/2019
    Storm Praise Publishing, Llc
    Mukilteo, WA
  • 11/2015 → 09/2016
    Akw Law, Pllc
    Mountlake Terrace, WA
  • 05/2019 → 12/2019
    Storm Praise Design & Consulting, Llc
    Mukilteo, WA
  • 04/2020 → Present
    Storm Praise Publishing, Llc
    Lithia, FL
  • 04/2020 → Present
    Storm Praise Design & Consulting, Llc
    Lithia, FL
  • 05/2025 → Present
    Goldenridge Financial Network, Llc
    Lithia, FL
  • 01/2020 → 04/2020
    Unemployed
    Lithia, FL
  • 04/2020 → 04/2023
    World Financial Group
    San Francisco, CA
  • 04/2023 → 05/2024
    The Valoram Group
    San Francisco, CA
  • 05/2024 → 12/2025
    Tax Free Wealth Group
    San Francisco, CA
  • 12/2025 → Present
    Truchoice Financial Group
    Minneapolis, MN
  • 08/2026 → Present
    Atlanta, GA
Previous Registrations
Other Businesses

1) COLLEEN BEVIS ELEMENTARY PTA; NON-INVESTMENT RELATED; MEMBER / BUSINESS SPONSORSHIPS; MAINTAIN AND OBTAIN SCHOOL SPONSORSHIPS; 3-4 HRS/MO 2) STORM PRAISE PUBLISHING, LLC; NON-INVESTMENT RELATED; MANAGE THE PUBLISHING PROCESS FOR CLIENTS AND MYSELF; RECEIVING ROYALTIES FROM PAST PUBLISHED WORK; NO TIME SPENT 3) STORM PRAISE DESIGN & CONSULTING, LLC; INVESTMENT RELATED; OWNER / CONSULTANT; SELLING INSURANCE BASED PRODUCTS; 85 HRS/MO 4) GOLDENRIDGE FINANCIAL NETWORK, LLC. MARKETING ARM FOR LEAD GENERATION; SOLE MEMBER; NO INCOME; 8-20 HRS/MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-15
S63 Uniform Securities Agent State Law Examination 2022-10-07
  • S65 Uniform Investment Adviser Law Examination
    2026-04-15
  • S63 Uniform Securities Agent State Law Examination
    2022-10-07
Other Names
  • Trisha Faye Ordonez
  • Trisha Faye Bernardo

View on SEC IAPD

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