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RIA / WealthAdvisorCertified Financial Planner14 years in industry

KYLE ALLEN SCHMIDT

Advisor at BIP WEALTH, LLC

ATLANTA, GA | Alpharetta, GA

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Search this name across graphsid dfx:ria:1bbabb3b-cbf3-af02-4995-635b02636d87

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 21, 2012 to Sep 14, 2026

Across DFX

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.

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: Mar 16, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 16, 2012
First registration: Mar 21, 2012
Dual registered: no
IAPD individual key: 6003283

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	Jul 11, 2018	n/a	yes	ATLANTA, GA\|Alpharetta, GA	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Sep 20, 2016	Apr 25, 2018	no	ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jul 24, 2015	Dec 31, 2016	no	ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
GFO ADVISORY SERVICES, LLC	Asset manager	Aug 28, 2014	Jan 7, 2015	no	ATLANTA, GA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 22, 2013	Aug 5, 2013	no	ALPHARETTA, GA	Previous registration
MORGAN STANLEY	Wirehouse	Mar 21, 2012	Oct 25, 2012	no	Atlanta, 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
TRUIST ADVISORY SERVICES, INC.	BIP WEALTH, LLC	Apr 25, 2018	Jul 11, 2018	77	Firm change	Ibd to RIA
SUNTRUST INVESTMENT SERVICES, INC.	TRUIST ADVISORY SERVICES, INC.	Dec 31, 2016	Sep 20, 2016	-102	Bulk transfer	Other
GFO ADVISORY SERVICES, LLC	SUNTRUST INVESTMENT SERVICES, INC.	Jan 7, 2015	Jul 24, 2015	198	Firm change	Other
WELLS FARGO ADVISORS	GFO ADVISORY SERVICES, LLC	Aug 5, 2013	Aug 28, 2014	388	Firm change	Other
MORGAN STANLEY	WELLS FARGO ADVISORS	Oct 25, 2012	Jan 22, 2013	89	Firm change	Wirehouse to wirehouse

Relationships

Registered with (6)

→ BIP WEALTH, LLCRegistered adviserregistration: current employment
Jul 11, 2018 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Sep 20, 2016 to Apr 25, 2018factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 24, 2015 to Dec 31, 2016factForm ADV
→ GFO ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 28, 2014 to Jan 7, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 22, 2013 to Aug 5, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 21, 2012 to Oct 25, 2012factForm ADV

Dated events

No dated event names this entity yet.