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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 | 2023-02-06 |
| AL | RA | APPROVED | 2023-01-27 |
Branch Locations
2500 Northwinds Pkwy Bldg Iii, Ste 100, Alpharetta, GA 30009 • United States
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2010 | 08/2018 |
| Atlanta Financial Associates | Atlanta | GA | 07/2010 | 12/2020 |
| Mercer Global Advisors Inc. | Atlanta | GA | 01/2021 | 08/2021 |
| Veracity Capital Llc | Atlanta | GA | 08/2021 | 01/2023 |
| Veracity Capital Llc | Atlanta | GA | 08/2021 | 01/2023 |
| Bip Wealth, Llc | Atlanta | GA | 01/2023 | Present |
FIXED INSURANCE SALES - maintain life, health and sickness licenses but as of now, not selling any fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-23 |
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