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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 | 2023-05-22 |
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 |
|---|---|---|---|---|
| Fieldpoint Private Securities, Llc | Greenwich | CT | 07/2021 | 07/2022 |
| Morgan Stanley | Atlanta | GA | 08/2022 | 04/2023 |
| Student | Kennesaw | GA | 01/2012 | 05/2021 |
| Bip Wealth, Llc | Atlanta | GA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-29 |
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