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Forrest Ivey Robertson

Bip Wealth, LLC

Atlanta, GA

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Current Employers
Bip Wealth, Llc

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2009-05-27
  • GA RA
    APPROVED
    Since 2009-05-27

Branch Locations

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bip Wealth, Llc Atlanta GA 04/2009 Present
Previous Registrations
  • 2009-05-27 → 2009-12-18
    Honorvise Investments, Llc
    Atlanta, GA
  • 2003-04-01 → 2009-05-08
    Charles Schwab & Co., Inc.
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-11
S63 Uniform Securities Agent State Law Examination 1992-06-05
  • S66 Uniform Combined State Law Examination
    2008-01-11
  • S63 Uniform Securities Agent State Law Examination
    1992-06-05
Designations
Other Names
  • Robby Robertson
  • Forrest Robertson
  • Forrest Ivey Robertson
  • Forrest Ivey Robertson
  • Forrest I Robertson
  • Forrest Ivey Robertson

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
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BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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