David Pagano

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.

David Pagano was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2019. David had worked at 5 firms and has passed the Series 63 and Series 65 exams.

Question & Answer

Are you a "fiduciary"?

No

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.

Police officer with the city of Johns Creek, Georgia PD (11360 Lakefield Dr, Johns Creek, Ga, 30097; 678-474-1600). Position began in March of 2020 and works 42 hours per week. Not investment related.

Blog Corner

CRS (Client Relationship Summary)

April 29, 2019 - August 6, 2019

PSI ADVISORS, LLC

RIA

CRD#: 285880

Cumming, 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".

BW

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

RR

Series 63

Date: 5/10/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/15/2019

Uniform Investment Adviser Law Examination

Current Firm

BW

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

78

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

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BISON WEALTH, LLC

BISON WEALTH, LLC

THE PACIFIC FINANCIAL GROUP, INC.

INDEPENDENT FINANCIAL PARTNERS

PSI ADVISORS, LLC

Primary Firm SEC Registration

BISON WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/10/2019

Series 65

Date: 4/15/2019

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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