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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-07 |
Branch Locations
5284 Station Way, Sarasota, FL 34233 • United States
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 |
|---|---|---|---|---|
| Lyons Tool & Manufacturing | Wixom | MI | 01/2012 | 11/2016 |
| Independent Contractor / Dp World Tour | Played In Tournaments Throughout Europe | 01/2009 | 06/2023 | |
| Lyons Tool & Manufacturing | Wixom | MI | 05/2020 | 09/2023 |
| Bison Advisors | Hartwell | GA | 12/2023 | Present |
| Truadvice Wealth Management | Sarasota | FL | 12/2023 | Present |
Florida Life, Health, & Variable annuity license (2-15). Not investment Related. No specific address, work as an independent agent. Sales of insurance products. Minimal hours per month spent at this time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
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