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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 | 2025-10-03 |
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
3930 East Jones Bridge Road Suite 175, Norcross, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 09/2012 | Present |
| Prehmus Financial Partners | Norcross | GA | 02/2015 | Present |
| Strategic Blueprint, Llc | Atlanta | GA | 01/2021 | 04/2026 |
| Bip Wealth, Llc | Norcross | GA | 09/2025 | Present |
--1--SCOTT H LEVY, LLC - NOT INVESTMENT RELATED - 3930 E. JONES BRIDGE RD. NORCROSS, GA 30092 - LLC CREATED TO MANAGE BUSINESS EXPENSES AND INCOME - OWNER - 02/2015 - 1 HOUR/MONTH, 1 DURING TRADING - NO DAY-TO-DAY ACTIVITIES. --2--FIXED INSURANCE - NOT INVESTMENT RELATED - 888 S HARRISON ST, SUITE 900, FORT WAYNE, IN 46802 - FIXED INSURANCE PRODUCTS - AGENT - 01/2016 - 30 HOURS/MONTH, 1 DURING TRADING - RECOMMENDING AND SHOPPING INSURANCE COVERAGE FOR CLIENTS. --3--PD MINISTRIES - NOT INVESTMENT RELATED - 1037 GWENS TRAIL LILBURN, GA 30047 - INDEPENDENT CHRISTIAN MINISTRY IN THE METRO ATLANTA AREA - TRUSTEE - 01/2019 - 1 HOURS/MONTH, 1 DURING TRADING - SERVE ON BOARD WITH 9 OTHERS TO ASSIST DAVID AND JILL SEIFRIED WHOSE MINISTRY IS SERVING. --4--PREHMUS FINANCIAL PARTNERS - INVESTMENT RELATED - 3930 E. JONES BRIDGE RD. NORCROSS, GA 30092 - DBA FOR FINANCIAL SERVICES - PARTNER - 02/2015 - 10 HOURS/MONTH, 8 DURING TRADING - FINANCIAL SERVICES. - --5-- BIP WEALTH, LLC.-INVESTMENT RELATED- 3575 PIEDMONT ROAD, BUILDING 15, SUITE 730, ATLANTA, GA 30305- Employee - W2-- 10/01/2025- 175 HOURS/MONTH, 5 DURING TRADING - REGISTERED INVESMENT ADVISOR-- FINANCIAL ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-28 |
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