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555 South Mangum St Suite 100, Durham, NC 27701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-06 |
| TX | RA | APPROVED | 2024-09-06 |
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 |
|---|---|---|---|---|
| After The Dpt, Llc | Mount Joy | PA | 01/2022 | Present |
| Slp Wealth | Elizabethtown | PA | 12/2023 | 08/2024 |
| Slp Wealth | Mount Joy | PA | 08/2024 | Present |
| Student Loan Planner | Mount Joy | PA | 08/2023 | Present |
| Madden & Gilbert Physical Therapy | Lancaster | PA | 03/2023 | 10/2023 |
| Madden Physical Therapy | Harrisburg | PA | 01/2018 | 05/2018 |
| Madden Physical Therapy | Harrisburg | PA | 06/2018 | 03/2023 |
| Lebanon Valley College | Annville | PA | 08/2019 | 12/2021 |
| Lebanon Valley College | Annville | PA | 08/2017 | 05/2018 |
| Lebanon Valley College | Annville | PA | 08/2012 | 05/2018 |
Student Loan Planner not investment-related private residence in Mount Joy, PA student loan consulting Student Loan Consultant 8/15/2023 6 hours per month 6 hours during trading I do student loan consults and email support for clients about their student loan questions. After the DPT, LLC not investment-related private residence in Mount Joy, PA student loan education for schools and businesses Founder 01/12/2022 5 hours per month 5 hours per month during securities trading hours Educational webinars, content creation, emails, marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-26 |
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