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555 South Mangum St Suite 100, Durham, NC 27701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-04-28 |
| TX | RA | APPROVED | 2023-04-28 |
Branch Locations
555 South Mangum St Suite 100, Durham, NC 27701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millenial Moola | Saint Louis | MO | 07/2015 | 06/2021 |
| Sl Planner Llc Dba Student Loan Planner | Chapel Hill | NC | 09/2016 | Present |
| Slp Wealth Llc | Chapel Hill | NC | 03/2023 | Present |
| Slp Insurance Llc | Chapel Hill | NC | 04/2021 | Present |
| Slp Partners Llc | Chapel Hill | NC | 01/2021 | Present |
SL Planner LLC dba Student Loan Planner not investment-related 1011 S Hamilton Rd, Suite 300, Chapel Hill, NC 27517 web publishing, consulting for professionals Owner September 2016 ~80 hours per month ~40 hours per month during trading Editing blog posts, improving online calculator tools, optimizing SEO content for maximizing blog traffic, replying to customer emails. SLP Insurance LLC investment-related 1011 S Hamilton Rd, Suite 300, Chapel Hill, NC 27517 advertising for insurance agents, insurance sales Owner April 2021 ~10 hours per month ~5 hours per month during trading Editing online ad widgets, updating insurance tables, emailing with insurance agents about cases SLP Partners LLC not investment-related 1011 S Hamilton Rd, Suite 300, Chapel Hill, NC 27517 managerial services for Student Loan Planner Owner January 2021 ~10 hours per month 1 hour per month during trading Providing management oversight of Student Loan Planner entities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-08-10 |
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