Best Investors Account Sign in
Current Employers
Bison Wealth Management, Llc

5010 Mayfield Road Suite 201, Lyndhurst, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-08-03
OH RA APPROVED 2026-03-20
  • SC RA
    APPROVED
    Since 2026-08-03
  • OH RA
    APPROVED
    Since 2026-03-20

Branch Locations

5010 Mayfield Road Suite 201, Lyndhurst, OH 44124 • United States

Lancaster, SC • 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
Summit Capital Inc Beachwood OH 01/2014 Present
Bison Wealth Management, Llc Lyndhurst OH 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-08-10
  • S63 Uniform Securities Agent State Law Examination
    1987-08-10
Other Names
  • Regina Fana

View on SEC IAPD

More in Lyndhurst, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor