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Kyle Allen Schmidt

Bip Wealth, LLC

Atlanta, GA

Alpharetta, 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 2018-07-11
  • GA RA
    APPROVED
    Since 2018-07-11

Branch Locations

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

2500 Northwinds Pkwy Bldg Iii, Ste 100, Alpharetta, GA 30009 • 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
Suntrust Investment Services, Inc. Atlanta GA 05/2015 03/2018
Suntrust Bank Atlanta GA 05/2015 03/2018
Suntrust Advisory Services Atlanta GA 09/2016 03/2018
Bip Wealth, Llc Atlanta GA 04/2018 Present
  • 05/2015 → 03/2018
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 05/2015 → 03/2018
    Suntrust Bank
    Atlanta, GA
  • 09/2016 → 03/2018
    Suntrust Advisory Services
    Atlanta, GA
  • 04/2018 → Present
    Atlanta, GA
Previous Registrations
Other Businesses

A BOARD MEMBER FOR THE FELLOWSHIP OF CHRISTIAN ATHLETES AT GEORGIA TECH. THIS IS A VOLUNTEER POSITION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-16
  • S66 Uniform Combined State Law Examination
    2012-03-16
Designations

View on SEC IAPD

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