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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-14 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tebo Properties | Boulder | CO | 03/2017 | 10/2017 |
| Guardian Management | Nederland | CO | 10/2017 | 08/2018 |
| All County Property Management | Boulder | CO | 09/2018 | 03/2019 |
| Raymond James | Boulder | CO | 03/2019 | 12/2019 |
| Raymond James | Boulder | CO | 12/2019 | 03/2021 |
| Village Global | Aubrey | TX | 01/2022 | 01/2024 |
| Nick's Grocery | Longmont | CO | 04/2024 | 12/2025 |
| Bison Wealth, Llc. | Northville | MI | 12/2025 | Present |
| Student | Santa Fe | NM | 06/2016 | 03/2017 |
| Bison Wealth, Llc. | Northville | MI | 06/2026 | Present |
| Unemployed | Boulder | CO | 04/2021 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-26 |
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