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Advisor at BIP WEALTH, LLC
ATLANTA, GA | Nashville, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BIP WEALTH, LLC | Independent wealth | Aug 17, 2022 | n/a | yes | ATLANTA, GA|Nashville, TN | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Jul 18, 2022 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 22, 2014 | Jul 13, 2018 | no | FRANKLIN, TN | Previous registration |
| FIRST COMMAND FINANCIAL PLANNING, INC. | Former SEC adviser | Jan 26, 2012 | Mar 6, 2014 | no | CLARKSVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | BIP WEALTH, LLC | Jul 18, 2022 | Aug 17, 2022 | 30 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| FIRST COMMAND FINANCIAL PLANNING, INC. | STRATEGIC ADVISERS LLC | Mar 6, 2014 | Oct 22, 2014 | 230 | Firm change | Other |