Inactive

Kevin S. Walker

Bip Wealth, LLC

CRD 7656963

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Employer firm

Bip Wealth, LLC CRD 143208

$5.29B regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Bip Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2023-02-10

GA RA
APPROVED

Since 2023-02-10

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

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

Organization	City	State	From	To
Bip Wealth, Llc	Atlanta	GA	11/2022	Present
Buckhead Home Loans	Roswell	GA	10/2016	10/2022
Element Funding	Athens	GA	08/2015	10/2016

11/2022 → Present

Bip Wealth, Llc

Atlanta, GA
10/2016 → 10/2022

Buckhead Home Loans

Roswell, GA
08/2015 → 10/2016

Element Funding

Athens, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-08

S65 Uniform Investment Adviser Law Examination

2023-02-08

Other Names

Kevin Walker

View on SEC IAPD

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PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

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