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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 | 2024-02-02 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yorktown Heights | NY | 01/2019 | 06/2019 |
| Bank Of America, N.A. | Yorktown Heights | NY | 01/2019 | 06/2019 |
| Blackrock | Budapest | 08/2017 | 10/2018 | |
| Unemployed | Somers | NY | 10/2018 | 12/2018 |
| Rotterdam School Of Management - Erasmus University | Rotterdam | 09/2011 | 07/2017 | |
| Mercer Global Advisors Inc. | Newport Beach | CA | 09/2019 | 05/2023 |
| Unemployed | Somers | NY | 06/2019 | 09/2019 |
| Bip Wealth, Llc | Atlanta | GA | 01/2024 | Present |
| Unemployed | Orange | CA | 06/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-05 |
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