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Charles Joseph Young

Bip Wealth, LLC

Atlanta, GA

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Current Employers
Bip Wealth, Llc

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-08-24
  • GA RA
    APPROVED
    Since 2023-08-24

Branch Locations

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 06/2022 07/2023
Jonathan D Rosen Family Foundation Dunwoody GA 06/2021 08/2021
Georgia Institute Of Technology Atlanta GA 08/2019 05/2022
Georgia State University Atlanta GA 08/2018 05/2019
Parkview High School Lilburn GA 08/2014 05/2018
Bip Wealth, Llc Atlanta GA 07/2023 Present
  • 06/2022 → 07/2023
    The Vanguard Group, Inc.
    Charlotte, NC
  • 06/2021 → 08/2021
    Jonathan D Rosen Family Foundation
    Dunwoody, GA
  • 08/2019 → 05/2022
    Georgia Institute Of Technology
    Atlanta, GA
  • 08/2018 → 05/2019
    Georgia State University
    Atlanta, GA
  • 08/2014 → 05/2018
    Parkview High School
    Lilburn, GA
  • 07/2023 → Present
    Bip Wealth, Llc
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-22
  • S66 Uniform Combined State Law Examination
    2022-08-22
Designations
Other Names
  • Cj Young
  • Charles Young

View on SEC IAPD

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Other Investors

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CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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