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Howard Mcmonagle Fleming

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 2026-07-06
TX RA APPROVED 2026-06-22
  • GA RA
    APPROVED
    Since 2026-07-06
  • TX RA
    APPROVED
    Since 2026-06-22

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
Suntrust/Genspring Family Offices Atlanta GA 08/2004 03/2019
Red Tortoise, Llc Atlanta GA 05/2019 06/2026
Bip Wealth, Llc Atlanta GA 06/2026 Present
  • 08/2004 → 03/2019
    Suntrust/Genspring Family Offices
    Atlanta, GA
  • 05/2019 → 06/2026
    Red Tortoise, Llc
    Atlanta, GA
  • 06/2026 → Present
    Atlanta, GA
Previous Registrations
  • 2019-05-13 → 2026-07-17
    Marietta, GA
    Atlanta, GA
    Sandy Springs, GA
  • 2005-07-27 → 2017-12-31
    Atlanta, GA
  • 1999-10-13 → 2004-08-24
    Kpmg Investment Advisors
    Atlanta, GA
Other Businesses

Tax return preparation; Principal; Non-investment related; 660 Mabry Rd NE Sandy Springs GA 30328; Since 1/1/2021; 8 hrs per month; Tax return preparation for individuals.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-06
  • S65 Uniform Investment Adviser Law Examination
    1995-09-06
Designations
Other Names
  • Howard M Fleming

View on SEC IAPD

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