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555 South Mangum St Suite 100, Durham, NC 27701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-24 |
| TN | RA | APPROVED | 2024-07-29 |
| TX | RA | APPROVED | 2023-12-06 |
Branch Locations
Springboro, OH • United States
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 |
|---|---|---|---|---|
| Amerirpise Financial Services, Llc | Miamisburg | OH | 07/2020 | 01/2023 |
| Strategy & Resources, Llc | Dayton | OH | 09/2014 | 07/2020 |
| Millennialfp Llc | Dayton | OH | 02/2023 | 11/2023 |
| Slp Wealth | Springboro | OH | 10/2023 | Present |
| Student Loan Planner | Knoxville | TN | 07/2023 | Present |
STUDENT LOAN PLANNER not investment-related private residence in Springboro, OH student loan consulting Student Loan Consultant 7/25/2023 5 hours per month all hours during trading Evaluate repayment or forgiveness options as applicable to federal and private student loans. Provide clients with an actionable plan that takes into consideration their cash flow, future income expectations, current laws and waivers, number of payments already made, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-08 |
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