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Michelle Lisette Beall

Bison Wealth, LLC

Atlanta, GA

New Port Richey, FL

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

Branch Locations

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

New Port Richey, FL • 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, Llc Atlanta GA 01/2023 Present
Hca Healthcare Brooksville FL 03/2007 11/2021
Unemployed New Port Richey FL 11/2021 01/2023
  • 01/2023 → Present
    Bison Wealth, Llc
    Atlanta, GA
  • 03/2007 → 11/2021
    Hca Healthcare
    Brooksville, FL
  • 11/2021 → 01/2023
    Unemployed
    New Port Richey, FL
Previous Registrations
  • 2023-02-03 → 2024-12-31
    Bison Wealth, Llc
    Atlanta, GA
    New Port Richey, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-19
  • S65 Uniform Investment Adviser Law Examination
    2022-10-19

View on SEC IAPD

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