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3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-12 |
Branch Locations
2101 Brookstone Center Parkway #200, Columbus, GA 31904 • United States
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Money Advisor Group, Llc | Columbus | GA | 03/2006 | 03/2025 |
| Bip Alliance, Llc | Columbus | GA | 05/2024 | Present |
| Bip Wealth, Llc | Atlanta | GA | 06/2025 | Present |
MAINTAIN AN ACTIVE INSURANCE LICENSE BUT NOT APPOINTED TO SELL INSURANCE WITH ANY COMPANY; INVESTMENT-RELATED: YES; START DATE: 06/1987; NO. HR/MO: 3; NO. HR/MO DURING SEC. TRADING: 0; DUTIES: CONSULT AND CONDUCT TECHNICAL RESEARCH ON INSURANCE COVERAGE AND SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-03-01 |
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