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3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2026-07-29 |
Branch Locations
913 Harpeth Valley Place, Nashville, TN 37221 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Nashville | TN | 05/2009 | 04/2021 |
| Nations Financial Group, Inc. | Nashville | TN | 04/2021 | 07/2026 |
| Bip Wealth | Nashville | TN | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-17 |
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