Trisha Bernardo Perez

Employer firm

Bison Wealth, LLC CRD 299805

$2.74B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Bison Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Api Financial Advisors, Llc

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

Bison Wealth, Llc.

Atlanta, GA

Previous Registrations

2026-05-15 → 2026-08-11

Api Financial Advisors, Llc

Rockledge, FL

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

Code	Exam	Date
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