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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 2021-08-27
  • GA RA
    APPROVED
    Since 2021-08-27

Branch Locations

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

Scottsdale, AZ • 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
Penn Mutual Life Insurance Company Horsham PA 01/2020 10/2020
Hornor, Townsend & Kent, Llc Horsham PA 01/2020 10/2020
Seattle Mariners Seattle WA 11/2015 01/2020
Royal Alliance Associates Jersey City NJ 11/2020 08/2021
Bip Wealth, Llc Atlanta GA 08/2021 Present
  • 01/2020 → 10/2020
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 01/2020 → 10/2020
    Horsham, PA
  • 11/2015 → 01/2020
    Seattle Mariners
    Seattle, WA
  • 11/2020 → 08/2021
    Royal Alliance Associates
    Jersey City, NJ
  • 08/2021 → Present
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-21
  • S66 Uniform Combined State Law Examination
    2020-02-21
Designations

View on SEC IAPD

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