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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 | 2025-09-11 |
| TN | RA | APPROVED | 2025-08-15 |
Branch Locations
1222 Demonbreun Street Suite 1425, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ensworth School | Nashville | TN | 08/2013 | 05/2020 |
| University Of Notre Dame | Notre Dame | IN | 08/2020 | 05/2021 |
| Samford University | Homewood | AL | 08/2021 | 05/2022 |
| Georgia Institute Of Technology | Atlanta | GA | 08/2022 | 07/2024 |
| Wrightcore | Franklin | TN | 05/2016 | 10/2021 |
| 1St Source Bank Performance Center | South Bend | IN | 09/2024 | 05/2025 |
| University Of Notre Dame | South Bend | IN | 08/2024 | 05/2025 |
| Bip Wealth | Nashville | TN | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-14 |
| S66 | Uniform Combined State Law Examination | 2025-03-24 |
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