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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 | 2022-11-28 |
Branch Locations
2500 Northwinds Parkway Building Iii, Suite 100, Alpharetta, GA 30009 • United States
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 |
|---|---|---|---|---|
| Redwood Wealth Management, Llc | Alpharetta | GA | 11/2009 | 08/2018 |
| Allstate | Alpharetta | GA | 09/2018 | 07/2019 |
| Capital Endurance Group, Inc. | Alpharetta | GA | 08/2019 | 12/2022 |
| Bip Wealth, Llc | Atlanta | GA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-16 |
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