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555 South Mangum St Suite 100, Durham, NC 27701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-12-08 |
| TX | RA | APPROVED | 2023-12-08 |
Branch Locations
West Hartford, CT • 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 |
|---|---|---|---|---|
| Coyle Financial Counsel | Glenview | IL | 08/2018 | 04/2021 |
| Bottom Line | Chicago | IL | 08/2017 | 07/2018 |
| Economic Mobility Pathways | Boston | MA | 08/2016 | 06/2017 |
| Extended Travel | Boston | MA | 06/2017 | 08/2017 |
| Private Capital Group, Llc | West Hartford | CT | 05/2021 | 09/2022 |
| Wealthspire Advisors | West Hartford | CT | 09/2022 | 08/2023 |
| Slp Wealth | West Hartford | CT | 11/2023 | Present |
| Student Loan Planner | West Hartford | CT | 08/2023 | Present |
Student Loan Planner not investment-related private residence in West Hartford, CT student loan consulting Student Loan Consultant August 2023 5 hours per month all hours during trading Student loan consultations, meet with student loan borrowers to develop their plan for payoff/forgiveness of their federal and private student loans.
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