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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-14 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bison Wealth, Llc | Atlanta | GA | 07/2014 | Present |
| Sterne Agee Financial Services | Atlanta | GA | 07/2014 | 04/2017 |
(1) 11/2021 Home Planet Ventures LLC; Holding Company ; Chattahoochee Hills, GA; Owner; Non-Investment Related; TX purposes only, receive compensation from Bison (2) HOME PLANET PUBLISHING, INC.; ATLANTA, GA; PUBLISHING/SALES; PUBLISH MY OWN BOOKS AND BOOKS WRITTEN BY MY WIFE OR OTHER IMMEDIATE FAMILY; 10 HOURS AFTER BUSINESS; 0 DURING TRADING HOURS; 01/1996
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-03 |
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