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David Michael Yormick

Bison Wealth Management, LLC

Lyndhurst, OH

CRD 2294565

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Employer firm

Bison Wealth Management, LLC CRD 340724

$131M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Bison Wealth Management, Llc

5010 Mayfield Road Suite 201, Lyndhurst, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-02
  • OH RA
    APPROVED
    Since 2026-03-02

Branch Locations

5010 Mayfield Road Suite 201, Lyndhurst, OH 44124 • 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
Bison Wealth Management, Llc. Cleveland OH 01/2008 Present
Summit Capital, Inc. Pepper Pike OH 11/2019 Present
Bison Wealth Management, Llc Lyndhurst OH 01/2026 Present
Previous Registrations
  • 2019-11-20 → 2026-03-31
    Summit Capital Inc.
    Pepper Pike, OH
  • 2009-01-27 → 2019-12-31
    Bison Wealth Management, Llc
    Lyndhurst, OH
  • 2007-01-30 → 2008-12-31
    Bison Wealth Management, Llc
    Pepper Pike, OH
  • 2003-01-14 → 2006-12-31
    Bison Wealth Management, Llc
    Cleveland, OH
  • 1997-04-22 → 2003-01-14
    Morgan Stanley Dw Inc.
    Alexandria, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-04-01
S63 Uniform Securities Agent State Law Examination 1996-10-28
  • S65 Uniform Investment Adviser Law Examination
    1997-04-01
  • S63 Uniform Securities Agent State Law Examination
    1996-10-28

View on SEC IAPD

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Nearby Investors

CHAD OLU FIELDS
GLENN D HOEHNEN
MICHAEL SCOTT KILGORE

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Lyndhurst, OH
EAGLE STRATEGIES LLC · LYNDHURST, OH
EAGLE STRATEGIES LLC · LYNDHURST, OH

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