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RIA / WealthAdvisorCertified Financial Planner34 years in industry

WILLIAM JOSEPH HARRIS

Advisor at BIP WEALTH, LLC

ATLANTA, GA | Alpharetta, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1aa2093b-5b69-eba4-861d-6fa402a15cd6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 2
Observed: Mar 28, 2003 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William Joseph Harris

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

William Joseph Harris

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BIP WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 27, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Nov 27, 1991
First registration: Mar 28, 2003
Dual registered: no
Other names: BILLY HARRIS|BILL HARRIS|WILLIAM JOSEPH HARRIS
IAPD individual key: 2166332

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BIP WEALTH, LLC	Independent wealth	Apr 19, 2007	n/a	yes	ATLANTA, GA\|Alpharetta, GA	Current employment
BIP WEALTH, LLC	Independent wealth	Jul 27, 2007	Apr 19, 2007	no	ALPHARETTA, GA\|ALPHARETTA, GA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 28, 2003	Sep 27, 2004	no	ALPHARETTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BIP WEALTH, LLC	n/a	Apr 19, 2007	n/a	n/a	Departure no registered destination	Departure
CHARLES SCHWAB & CO., INC.	BIP WEALTH, LLC	Sep 27, 2004	Apr 19, 2007	934	Firm change after gap	Other

Relationships

Registered with (2)

→ BIP WEALTH, LLCRegistered adviserregistration: previous registration
Jul 27, 2007 to Apr 19, 2007factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 28, 2003 to Sep 27, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1aa2093b-5b69-eba4-861d-6fa402a15cd6
First observed: Mar 28, 2003
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM JOSEPH HARRIS

Advisor at BIP WEALTH, LLC

ATLANTA, GA | Alpharetta, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1aa2093b-5b69-eba4-861d-6fa402a15cd6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BIP WEALTH, LLC

Independent wealth

Apr 19, 2007

n/a

yes

ATLANTA, GA|Alpharetta, GA

Current employment

BIP WEALTH, LLC

Independent wealth

Jul 27, 2007

Apr 19, 2007

ALPHARETTA, GA|ALPHARETTA, GA

Previous registration

CHARLES SCHWAB & CO., INC.

National bd RIA

Mar 28, 2003

Sep 27, 2004

ALPHARETTA, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BIP WEALTH, LLC

n/a

Apr 19, 2007

n/a

Departure no registered destination

Departure

CHARLES SCHWAB & CO., INC.

BIP WEALTH, LLC

Sep 27, 2004

Apr 19, 2007

934

Firm change after gap

Other