Inactive

James Clinton Clark

Bip Wealth, LLC

Claim This Profile

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	2023-05-22

GA RA
APPROVED

Since 2023-05-22

Branch Locations

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

2500 Northwinds Pkwy Bldg Iii, Ste 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
Self-Employed	Atlanta	GA	06/2019	10/2022
Student	Atlanta	GA	05/2013	05/2019

11/2022 → Present

Bip Wealth, Llc

Atlanta, GA
06/2019 → 10/2022

Self-Employed

Atlanta, GA
05/2013 → 05/2019

Student

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-03-09

S65 Uniform Investment Adviser Law Examination

2023-03-09

Designations

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC

BISON WEALTH, LLC

BRIGHTER INVESTING, PB LLC

RBC CAPITAL MARKETS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NEWEDGE ADVISORS

EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL

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

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor