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1 N. 1St Street Suite 525, Phoenix, AZ 85004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-28 |
| OH | RA | APPROVED | 2023-11-22 |
Branch Locations
Mt. Gilead, OH • United States
1 N. 1St Street Suite 525, Phoenix, AZ 85004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bip Wealth, Llc | Alpharetta | GA | 02/2022 | 07/2023 |
| United Midwest Savings Bank | Columbus | OH | 02/2021 | 02/2022 |
| Budros, Ruhlin, & Roe Inc. | Columbus | OH | 12/2019 | 02/2021 |
| Live Oak Bank | Wilmington | NC | 05/2019 | 12/2019 |
| Live Oak Bank | Wilmington | NC | 01/2019 | 05/2019 |
| Chicago White Sox | Chicago | IL | 06/2013 | 07/2018 |
| Bip Wealth, Llc | Alpharetta | GA | 07/2023 | 10/2023 |
| Awm Capital, Llc | Mt. Gilead | OH | 10/2023 | Present |
| Unemployed | Carolina Beach | NC | 07/2018 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-20 |
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