Best Investors Account Sign in
Inactive

Steven Frank Manfredonia

Bip Wealth, LLC

Atlanta, GA

Claim This Profile
Current Employers
Bip Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-02-06
  • GA RA
    APPROVED
    Since 2023-02-06

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
Tdameritrade, Inc. Alpharetta GA 01/2013 05/2021
Aw Securities Addison TX 03/2022 12/2022
Allworth Financial Addison TX 03/2022 12/2022
Self-Employed Atlanta GA 05/2021 03/2022
Wells Fargo Clearing Services, Llc Atlanta GA 12/2022 01/2023
Bip Wealth Atlanta GA 01/2023 Present
  • 01/2013 → 05/2021
    Tdameritrade, Inc.
    Alpharetta, GA
  • 03/2022 → 12/2022
    Aw Securities
    Addison, TX
  • 03/2022 → 12/2022
    Allworth Financial
    Addison, TX
  • 05/2021 → 03/2022
    Self-Employed
    Atlanta, GA
  • 12/2022 → 01/2023
    Wells Fargo Clearing Services, Llc
    Atlanta, GA
  • 01/2023 → Present
    Bip Wealth
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-04-22
  • S63 Uniform Securities Agent State Law Examination
    1993-04-22

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
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

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor