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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 | 2025-08-06 |
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 |
|---|---|---|---|---|
| Georgia Southern University | Statesboro | GA | 08/2021 | 06/2025 |
| Alpharetta High School | Alpharetta | GA | 07/2017 | 05/2021 |
| Webb Bridge Middle School | Alpharetta | GA | 08/2014 | 07/2017 |
| Jersey Mike's Subs | Alpharetta | GA | 10/2019 | 08/2022 |
| Lumio Solar | Tampa | FL | 05/2023 | 07/2023 |
| Bip Wealth | Atlanta | GA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-18 |
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