Latasha Bond Williams

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CRD#: 7049435

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Latasha Bond Williams was a registered financial professional .

Latasha is a previously registered financial professional and started their career in finance in 2019. Latasha had worked at 4 firms and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Readycam Telecommunicatons, co-owner with spouse as of July 2014, network installations for commercial customers, non-investment related, approximately 20-25 hours per month not during trading hours Bond Enterprise Consulting, Owner, Start 03/2021 - Present, Compliance services, as well as coaching and other enterprise consulting services (non-investment advisory), 15 hours per week during trading hours

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

April 11, 2022 - March 26, 2024

BISON WEALTH, LLC

RIA

CRD#: 299805

Marietta, GA

Past

September 13, 2019 - January 4, 2021

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388

McDonough, GA

Past

April 25, 2019 - October 25, 2019

D. BORAL CAPITAL

CRD#: 103792

NEW YORK, NY

Past

February 26, 2019 - September 28, 2020

CAPE SECURITIES INC.

CRD#: 7072

MCDONOUGH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BISON WEALTH, LLC

CRD#: 299805 / SEC#: 801-114547

RIA

Registered Investment Advisory firm - (1/30/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/14/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/23/2019

Uniform Securities Agent State Law Examination

Current Firm

BISON WEALTH, LLC

CRD#: 299805 / SEC#: 801-114547

RIA

Registered Investment Advisory firm - (1/30/2019 Approved)

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Contact information

Main Address

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326

Mailing Address

Phone number

(404) 841-2224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BISON WEALTH ADV 2A (1/21/2025)

Regulatory assets under management

Total Number of Accounts	9,112
AUM (Assets Under Management)	$ 2,753,091,446

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Latasha Bond Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BISON WEALTH, LLC

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

D. BORAL CAPITAL

CAPE SECURITIES INC.

Primary Firm SEC Registration

BISON WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2020

Series 63

Date: 4/23/2019

Current Firm

BISON WEALTH, LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BISON WEALTH, LLC

TRUST BUT VERIFY

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