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Matthew Hand

Bip Wealth, LLC

Alpharetta, GA

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 2023-07-31
  • GA RA
    APPROVED
    Since 2023-07-31

Branch Locations

2500 Northwinds Parkway Building Iii, Suite 100, Alpharetta, GA 30009 • United States

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
Charles Schwab & Co., Inc. Alpharetta GA 07/2017 08/2020
Versatile Solutions Prattville AL 08/2015 07/2017
Charles Schwab Bank Alpharetta GA 01/2019 08/2020
Cetera Advisors St. Cloud MN 09/2020 04/2021
Stewardship Financial Advisors Llc Stockbridge GA 08/2020 04/2021
Capfinancial Partners Llc (Captrust) Raleigh NC 04/2021 02/2023
Capfinancial Securities Llc Raleigh NC 04/2021 02/2023
Bip Wealth, Llc Atlanta GA 05/2023 Present
Bip Alliance, Llc Columbus GA 05/2024 Present
  • 07/2017 → 08/2020
    Charles Schwab & Co., Inc.
    Alpharetta, GA
  • 08/2015 → 07/2017
    Versatile Solutions
    Prattville, AL
  • 01/2019 → 08/2020
    Charles Schwab Bank
    Alpharetta, GA
  • 09/2020 → 04/2021
    Cetera Advisors
    St. Cloud, MN
  • 08/2020 → 04/2021
    Stewardship Financial Advisors Llc
    Stockbridge, GA
  • 04/2021 → 02/2023
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 04/2021 → 02/2023
    Capfinancial Securities Llc
    Raleigh, NC
  • 05/2023 → Present
    Bip Wealth, Llc
    Atlanta, GA
  • 05/2024 → Present
    Bip Alliance, Llc
    Columbus, GA
Previous Registrations
  • 2024-06-26 → 2025-12-08
    Bip Alliance, Llc
    Columbus, GA
  • 2021-04-26 → 2023-03-08
    Captrust
    Stockbridge, GA
  • 2020-09-30 → 2021-07-20
    Cetera Advisors Llc
    Stockbridge, GA
  • 2018-10-13 → 2020-08-20
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Alpharetta, GA
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-12
S63 Uniform Securities Agent State Law Examination 2017-12-11
  • S66 Uniform Combined State Law Examination
    2018-10-12
  • S63 Uniform Securities Agent State Law Examination
    2017-12-11
Designations
Other Names
  • Matthew D Hand

View on SEC IAPD

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Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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