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Andrew Lee Bunch

Bip Wealth, LLC

Atlanta, GA

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Current Employers
Bip Wealth, Llc

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-04-13
  • GA RA
    APPROVED
    Since 2021-04-13

Branch Locations

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Boston MA 07/2016 11/2018
Bip Wealth, Llc Atlanta GA 03/2021 Present
Homrich Berg Atlanta GA 01/2019 03/2021
  • 07/2016 → 11/2018
    Sii
    Boston, MA
  • 03/2021 → Present
    Atlanta, GA
  • 01/2019 → 03/2021
    Homrich Berg
    Atlanta, GA
Previous Registrations
  • 2016-08-02 → 2018-11-02
    Signator Investors, Inc.
    Kennesaw, GA
    Boston, MA
  • 2012-01-06 → 2016-06-16
    Philadelphia, PA
    Duluth, GA
    St. Petersburg, FL
    St Petersburg, FL
  • 2011-04-21 → 2012-01-06
    Investment Advisors International, Inc.
    Duluth, GA
  • 2009-01-27 → 2010-12-31
    Cedar Rapids, IA
    Cherokee, IA
  • 2008-04-17 → 2008-12-22
    Investment Advisors International, Inc.
    Duluth, GA
Other Businesses

The name of the business: "Red Bird Builds". The business is not investment related. The address is: 5558 Brookgreen Drive NW Acworth, GA 30101 The nature of the business: real estate focusing on rental properties and flipping houses. Position: This is my wife's business and I own it with her. Start date of relationship: LLC created Sept. 2022, but have not purchased real estate yet Approx. number of hours/month devoted to the other business: 4hrs/month. The number of hours you devote to the other business during trading hours: 0 Briefly describe your duties relating to the other business: I support my wife by looking at properties she's interested in. Reviewing spreadsheets on profit-loss, etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-31
S63 Uniform Securities Agent State Law Examination 2004-04-27
  • S66 Uniform Combined State Law Examination
    2007-01-31
  • S63 Uniform Securities Agent State Law Examination
    2004-04-27
Designations

View on SEC IAPD

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