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Advisor at BIP WEALTH, LLC
Norcross, GA
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 | Oct 2, 2025 | n/a | yes | Norcross, GA | Current employment |
| STRATEGIC BLUEPRINT, LLC | Independent wealth | Jan 13, 2021 | Dec 31, 2025 | no | Peachtree Corners, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC BLUEPRINT, LLC | BIP WEALTH, LLC | Dec 31, 2025 | Oct 2, 2025 | -90 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 284840:143208:GA:2025-12-31 | Dec 31, 2025 | Oct 2, 2025 | PEACHTREE CORNERS, GA | Firm change after gap |