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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 | 2026-07-06 |
| TX | RA | APPROVED_RES | 2026-06-23 |
Branch Locations
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fdx Advisors | Sacramento | CA | 10/2015 | 08/2018 |
| Red Tortoise, Llc | Atlanta | GA | 10/2018 | 06/2026 |
| Bip Wealth, Llc | Atlanta | GA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-28 |
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