PM
Paul T. Money
BIP ALLIANCE
Columbus, GA 31904
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CRD#: 2048333
PM
Professional summary
Paul Timothy Money, CFP®, who also goes by P Tim Money, Paul T Money, Tim Money, is a registered financial advisor currently at BIP ALLIANCE, LLC located in Columbus, Georgia and BIP WEALTH, LLC located in Columbus, Georgia.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Paul has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
P Tim Money | Paul T Money | Tim Money
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) ABBEY CREEK PROPERTIES, LLC. INVESTMENT RELATED: YES. ADDRESS: PO Box 414 Fortson, GA 31808. NATURE: REAL ESTATE LIMITED LIABILITY CORP. POSITION: OWNER. START DATE: 9/15/05. HR/MO: 20. HR/MO DURING SEC TRADING: 5. DUTIES: MANAGE REAL ESTATE OWNED BY ABBEY CREEK. (2) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INVESTMENT-RELATED: YES. START DATE: 10/2001. HR/MO: LESS THAN 0.5. HR/MO DURING SEC TRADING: 0. DUTIES: REVIEW AND EVALUATE ADEQUACY OF COVERAGE. (3) MANAGING PARTNER OF TIN MAN HOLDINGS, LLC. INVESTMENT-RELATED: NO. ADDRESS: PO Box 414 Fortson, GA 31808. NATURE: COMPANY THAT OWNS FARMING REAL ESTATE IN KANSAS. START DATE: 09/2020. HR/MO: 1-2. HR/MO DURING SEC TRADING: 0. DUTIES: MANAGE BUSINESS OF TIN MAN FARMING OPERATIONS. (4) RCTM PROPERTIES, LLC; INVESTMENT RELATED: YES. ADDRESS: PO Box 414 Fortson, GA 31808. NATURE: REAL ESTATE DEVELOPMENT. POSITION: OWNER. START DATE: 6/2020. HRS/MO: 2. HR/MO DURING SEC TRADING: 0. DUTIES: EVALUATION OF DEVELOPMENT OPTIONS, MARKET ANALYSIS, PAYMENT OF EXPENSES, AND RESEARCH OF LOCAL AND REGIONAL TRENDS AND MARKET INDICATORS. (5) GREEN ISLAND CONSULTING, LLC; INVESTMENT RELATED: NO. ADDRESS: PO BOX 414 Fortson, GA 31808. NATURE: CONSULTING. POSITION: OWNER. DUTIES: CONSULTS WITH CLIENTS ON STRATEGIC, NON-FINANCIAL MATTERS SUCH AS SPIRITUAL DEVELOPMENT, NETWORKING, FUNDRAISING, LEADERSHIP, AND LEGACY BUILDING.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Timothy Money's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
July 23, 2024 - Present
BIP ALLIANCE, LLC
Office #1: 2101 Brookstone Centre Pkwy Ste 200, Columbus, GA 31904RIA
CRD#: 330528
Columbus, GA
Current
July 7, 2025 - Present
BIP WEALTH, LLC
Office #1: 2101 Brookstone Center Parkway #200, Columbus, GA 31904RIA
CRD#: 143208
Columbus, GA
Past
July 13, 2015 - March 27, 2025
THE MONEY ADVISOR GROUP, LLC
RIA
CRD#: 226578
COLUMBUS, GA
Past
August 24, 2007 - July 20, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
COLUMBUS, GA
Past
August 24, 2007 - July 20, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
COLUMBUS, GA
Past
February 26, 2003 - August 31, 2007
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
COLUMBUS, GA
Past
November 7, 2001 - August 31, 2007
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
COLUMBUS, GA
Past
July 27, 1990 - January 22, 1993
NYLIFE SECURITIES LLC
BD
CRD#: 5167
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC
CRD#: 143208 / SEC#: 801-68882
RIA
Registered Investment Advisory firm - (2/20/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(9/16/2024)
IAR
Texas(7/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC
CRD#: 143208 / SEC#: 801-68882
RIA
Registered Investment Advisory firm - (2/20/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305
Mailing Address
Phone number
(404) 495-5230
Established
Firm type
Fiscal year end
# of Employees
77
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,697 |
| AUM (Assets Under Management) | $ 4,460,675,379 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
