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.

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

Jan 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Aug 1, 2022

First registration

Dec 13, 2022

Dual registered

no

IAPD individual key

6921476

• Occurred

  Mar 10, 2026
  Advisor changed firm

  Daniel M Corr left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Bip Wealth, Llc (registered 2026-04-07)

  Form ADVobserved 4 days ago
• Occurred

  Aug 14, 2025
  Advisor changed firm

  Daniel M Corr left Ubs Financial Services Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-07-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:623af314-6060-54f8-e60b-585641f9f5b8

First observed

Dec 13, 2022

Last observed

Sep 14, 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.