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Inactive

Connor Scott Pierce

Slp Wealth

Mount Joy, PA

Durham, NC

CRD 7971579

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Employer firm

Slp Wealth CRD 325631

$63.7M regulatory AUM 1,789 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Slp Wealth

555 South Mangum St Suite 100, Durham, NC 27701 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-09-06
TX RA APPROVED 2024-09-06
  • PA RA
    APPROVED
    Since 2024-09-06
  • TX RA
    APPROVED
    Since 2024-09-06

Branch Locations

Mount Joy, PA • United States

555 South Mangum St Suite 100, Durham, NC 27701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2022 → Present
    After The Dpt, Llc
    Mount Joy, PA
  • 12/2023 → 08/2024
    Elizabethtown, PA
  • 08/2024 → Present
    Mount Joy, PA
  • 08/2023 → Present
    Student Loan Planner
    Mount Joy, PA
  • 03/2023 → 10/2023
    Madden & Gilbert Physical Therapy
    Lancaster, PA
  • 01/2018 → 05/2018
    Madden Physical Therapy
    Harrisburg, PA
  • 06/2018 → 03/2023
    Madden Physical Therapy
    Harrisburg, PA
  • 08/2019 → 12/2021
    Lebanon Valley College
    Annville, PA
  • 08/2017 → 05/2018
    Lebanon Valley College
    Annville, PA
  • 08/2012 → 05/2018
    Lebanon Valley College
    Annville, PA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-26
  • S65 Uniform Investment Adviser Law Examination
    2024-07-26

View on SEC IAPD

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