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Steven Frank Manfredonia
CRD#: 2326912
IA
Investment Adviser
B
Previous Broker
BIP WEALTH, LLCCRD#: 143208 3575 PIEDMONT RD, NE
BLDG 15, SUITE 730
ATLANTA, GA 30305
Registration History
19952000200520102015202020252 FIRMS2010 - 2012 (2 years)2 FIRMS2013 - 2021 (8 years)2 FIRMS2022 - 2022 (<1 year)2 FIRMS2022 - 2023 (<1 year)IABIP WEALTH, LLC (CRD# 143208)2023 - Present (2 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)1994 - 2010 (15 years)BF.N. WOLF & CO., INC. (CRD# 13051)1993 - 1994 (<1 year)IATD AMERITRADE INVESTMENT MANAG... (CRD# 111514)2013 - 2020 (7 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2003 - 2010 (6 years)
License(s)

State Registrations

IA
Georgia 2/6/2023

Current Registration(s)
IA
BIP WEALTH, LLC (CRD#:143208)
3575 PIEDMONT RD, NE BLDG 15, SUITE 730, ATLANTA, GA 30305
Registered with this firm since 2/6/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/22/2022 - 01/25/2023 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) ATLANTA, GA
B
12/22/2022 - 01/25/2023 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) ATLANTA, GA
IA
04/05/2022 - 11/09/2022 ALLWORTH FINANCIAL, L.P. (CRD#:111167) ATLANTA, GA
B
04/04/2022 - 11/09/2022 AW SECURITIES (CRD#:103747) FOLSOM, CA
IA
01/15/2013 - 01/11/2021 TD AMERITRADE, INC. (CRD#:7870) ATLANTA, GA
B
01/15/2013 - 01/11/2021 TD AMERITRADE, INC. (CRD#:7870) ATLANTA, GA
IA
01/15/2013 - 12/31/2020 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) Atlanta, GA
IA
11/02/2010 - 12/21/2012 STRATEGIC ADVISERS, INC. (CRD#:104555) ATLANTA, GA
B
10/28/2010 - 12/20/2012 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) ATLANTA, GA
IA
03/31/2003 - 02/10/2010 CHARLES SCHWAB & CO., INC. (CRD#:5393) ATLANTA, GA
B
04/07/1994 - 02/10/2010 CHARLES SCHWAB & CO., INC. (CRD#:5393) ATLANTA, GA
B
04/16/1993 - 02/15/1994 F.N. WOLF & CO., INC. (CRD#:13051)
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.