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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 | 2023-01-13 |
Branch Locations
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States
2500 Northwinds Parkway Building Iii, Suite 100, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pricewaterhousecoopers | Atlanta | GA | 10/2018 | 08/2020 |
| Wood Partners | Atlanta | GA | 08/2020 | 08/2021 |
| Rollins Financial Advisors, Llc | Atlanta | GA | 08/2021 | 01/2023 |
| Student | Tuscaloosa | AL | 01/2011 | 10/2018 |
| Bip Wealth. Llc | Atlanta | GA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-28 |
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