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RIA / WealthAdvisorCertified Financial Planner28 years in industry

TAYLOR NOLAN WILLIAMS

Advisor at BIP WEALTH, LLC

ATLANTA, GA

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Search this name across graphsid dfx:ria:7451ca72-6912-d7c3-da83-2d6b48077631

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 2, 2003 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: Aug 5, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 5, 1998
First registration: May 2, 2003
Dual registered: no
IAPD individual key: 3009861

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	Jun 26, 2015	n/a	yes	ATLANTA, GA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 1, 2009	Dec 8, 2009	no	ATLANTA, GA	Previous registration
WELLSPRING WEALTH MANAGEMENT LLC	Independent wealth	Jun 21, 2005	Apr 6, 2015	no	ATLANTA, GA	Previous registration
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	n/a	Mar 17, 2005	Oct 13, 2009	no	ATLANTA, GA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 2, 2003	Mar 21, 2005	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
WELLSPRING WEALTH MANAGEMENT LLC	LPL FINANCIAL LLC	Apr 6, 2015	Oct 1, 2009	-2,013	Firm change after gap	Other
LPL FINANCIAL LLC	BIP WEALTH, LLC	Dec 8, 2009	Jun 26, 2015	2,026	Firm change after gap	Other
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	WELLSPRING WEALTH MANAGEMENT LLC	Oct 13, 2009	Jun 21, 2005	-1,575	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	Mar 21, 2005	Mar 17, 2005	-4	Firm change	Other

Relationships

Registered with (5)

→ BIP WEALTH, LLCRegistered adviserregistration: current employment
Jun 26, 2015 to presentfactForm ADV
→ WELLSPRING WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 21, 2005 to Apr 6, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 1, 2009 to Dec 8, 2009factForm ADV
→ ASSOCIATED PLANNERS INVESTMENT ADVISORY INCRegistered adviserregistration: previous registration
Mar 17, 2005 to Oct 13, 2009factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 2, 2003 to Mar 21, 2005factForm ADV

Dated events

No dated event names this entity yet.