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Advisor at BIP WEALTH, LLC
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BIP WEALTH, LLC | Independent wealth | Nov 1, 2011 | n/a | yes | ATLANTA, GA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Mar 28, 2003 | Mar 31, 2011 | no | ALPHARETTA, GA|Alpharetta, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | BIP WEALTH, LLC | Mar 31, 2011 | Nov 1, 2011 | 215 | Firm change | Other |