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RIA / WealthAdvisorCertified Financial Planner22 years in industry

ANDREW LEE BUNCH

Advisor at BIP WEALTH, LLC

ATLANTA, GA

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Search this name across graphsid dfx:ria:f19254e2-76b9-c7fd-ec60-37b762e9da97

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 17, 2008 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: Apr 27, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Apr 27, 2004
First registration: Apr 17, 2008
Dual registered: no
IAPD individual key: 4762686

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	Apr 13, 2021	n/a	yes	ATLANTA, GA	Current employment
SIGNATOR INVESTORS, INC.	Former SEC adviser	Aug 2, 2016	Nov 2, 2018	no	KENNESAW, GA\|BOSTON, MA	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jan 6, 2012	Jun 16, 2016	no	PHILADELPHIA, PA\|DULUTH, GA\|ST. PETERSBURG, FL\|ST PETERSBURG, FL	Previous registration
INVESTMENT ADVISORS INTERNATIONAL, INC.	n/a	Apr 21, 2011	Jan 6, 2012	no	DULUTH, GA	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jan 27, 2009	Dec 31, 2010	no	CEDAR RAPIDS, IA\|CHEROKEE, IA	Previous registration
INVESTMENT ADVISORS INTERNATIONAL, INC.	n/a	Apr 17, 2008	Dec 22, 2008	no	DULUTH, 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
SIGNATOR INVESTORS, INC.	BIP WEALTH, LLC	Nov 2, 2018	Apr 13, 2021	893	Firm change after gap	Ibd to RIA
TRANSAMERICA FINANCIAL ADVISORS, LLC	SIGNATOR INVESTORS, INC.	Jun 16, 2016	Aug 2, 2016	47	Firm change	Other
INVESTMENT ADVISORS INTERNATIONAL, INC.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Jan 6, 2012	Jan 6, 2012	0	Bulk transfer	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	INVESTMENT ADVISORS INTERNATIONAL, INC.	Dec 31, 2010	Apr 21, 2011	111	Firm change	Other
INVESTMENT ADVISORS INTERNATIONAL, INC.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Dec 22, 2008	Jan 27, 2009	36	Firm change	Other

Relationships

Registered with (4)

→ BIP WEALTH, LLCRegistered adviserregistration: current employment
Apr 13, 2021 to presentfactForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Aug 2, 2016 to Nov 2, 2018factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2012 to Jun 16, 2016factForm ADV
→ INVESTMENT ADVISORS INTERNATIONAL, INC.Registered adviserregistration: previous registration
Apr 21, 2011 to Jan 6, 2012factForm ADV

Dated events

No dated event names this entity yet.