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James Joseph Mctiernan

Bison Wealth, LLC

Atlanta, GA

Garden City, NY

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Current Employers
Bison Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-01
  • NY RA
    APPROVED
    Since 2025-01-01

Branch Locations

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

1122 Franklin Ave. Suite 402, Garden City, NY 11530 • 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
The Bank Of New York New York NY 08/1994 11/2024
Bny Investment Center Inc. New York NY 11/2001 11/2024
Bison Advisors Hartwell GA 11/2024 Present
  • 08/1994 → 11/2024
    The Bank Of New York
    New York, NY
  • 11/2001 → 11/2024
    Bny Investment Center Inc.
    New York, NY
  • 11/2024 → Present
    Bison Advisors
    Hartwell, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2002-03-28
  • S65 Uniform Investment Adviser Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2002-03-28

View on SEC IAPD

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