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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 | 2022-09-12 |
| GA | RA | APPROVED | 2022-08-17 |
Branch Locations
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States
1222 Demonbreun Street Suite 1425, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Franklin | TN | 02/2014 | 07/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2022 |
| Bip Wealth, Llc | Atlanta | GA | 07/2022 | Present |
Nashville Public Library 501c3. Yes. 615 Church Street Nashville, TN 37219. Library. Finance Committee - Member. September 2025. 3 hours. 1.5 hours. Review and advise on existing investment portfolio
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-19 |
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