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

Mar 1, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63

First exam

Mar 1, 1991

First registration

May 13, 2005

Dual registered

no

Other names

JIM MONEY|JIMBO MONEY

IAPD individual key

1950954

• Occurred

  Dec 8, 2025
  Advisor changed firm

  James Robert Money left Bip Alliance, Llc for Bip Wealth, Llc (registered 2025-06-12)

  Form ADVobserved 6 days ago
• Occurred

  Mar 27, 2025
  Advisor changed firm

  James Robert Money left The Money Advisor Group, Llc for Bip Alliance, Llc (registered 2024-08-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dd2ceab4-26d5-05c6-6683-af690056707d

First observed

May 13, 2005

Last observed

Sep 15, 2026 6 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.