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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 | 2025-06-04 |
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 |
|---|---|---|---|---|
| Bip Wealth Llc | Atlanta | GA | 09/2024 | Present |
| Gratus Capital Llc | Atlanta | GA | 06/2022 | 09/2024 |
| Campbell University | Buies Creek | NC | 08/2017 | 05/2022 |
| Broughton High School | Raleigh | NC | 08/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-27 |
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