Best Investors Account Sign in
Inactive

Matthew David Goss

Bison Wealth, LLC

Atlanta, GA

Gainesville, FL

Claim This Profile
Current Employers
Bison Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-07
  • FL RA
    APPROVED
    Since 2025-01-07

Branch Locations

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

4061 Nw 43Rd Street Suite 16, Gainesville, FL 32606 • 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
University Athletic Association Gainesville FL 01/2011 09/2022
Independent Financial Partners Llc Tampa FL 09/2022 12/2022
Independent Financial Partners Tampa FL 01/2023 03/2023
Bison Wealth, Llc Atlanta GA 01/2023 Present
  • 01/2011 → 09/2022
    University Athletic Association
    Gainesville, FL
  • 09/2022 → 12/2022
    Independent Financial Partners Llc
    Tampa, FL
  • 01/2023 → 03/2023
    Independent Financial Partners
    Tampa, FL
  • 01/2023 → Present
    Bison Wealth, Llc
    Atlanta, GA
Previous Registrations
  • 2023-02-24 → 2024-12-31
    Bison Wealth, Llc
    Atlanta, GA
    Gainesville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-06
  • S65 Uniform Investment Adviser Law Examination
    2022-12-06
Other Names
  • Matthew Goss

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.
JEFFERIES INVESTMENT ADVISERS LLC

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA
EQUITY SERVICES, INC. · ATLANTA, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor