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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 | 2007-04-19 |
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 |
|---|---|---|---|---|
| Bip Wealth, Llc | Atlanta | GA | 05/2007 | Present |
IN NOVEMBER 2009, BILL BECAME AN EQUITY PARTNER (BUT PASSIVE MEMBER) IN BIP HOLDINGS, LLC, WHICH IS A MINORITY OWNER OF BIP CAPITAL, A VENTURE CAPITAL FIRM. THE COMPANY IS LOCATED AT 3575 PIEDMONT ROAD NE, BUILDING 15, SUITE 700, ATLANTA, GA 30305. BILL'S DUTIES ARE REVIEWING COMPANY FINANCIAL STATEMENTS QUARTERLY. BILL IS ALSO A PASSIVE MINORITY EQUITY OWNER OF BIP CAPITAL, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-27 |
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