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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 | 2025-07-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Bip Wealth | Nashville | TN | 06/2024 | Present |
| The Altamont School | Birmingham | AL | 07/2015 | 05/2020 |
| Georgia Institute Of Technology | Atlanta | GA | 06/2020 | 05/2024 |
| Invesco | Atlanta | GA | 06/2023 | 08/2023 |
| Georgia Tech Athletic Association | Atlanta | GA | 08/2023 | 12/2023 |
| Mountain Brook Creamery | Mountain Brook | AL | 05/2018 | 06/2020 |
| Press Sports | Atlanta | GA | 02/2021 | 08/2021 |
| Michelle Collier Volleyball Camps | Atlanta | GA | 07/2021 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-30 |
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