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555 South Mangum St Suite 100, Durham, NC 27701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-11-17 |
| TX | RA | APPROVED | 2025-11-12 |
Branch Locations
Frenchtown, MT • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2014 | 01/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Stillwater | OK | 01/2019 | 03/2024 |
| Tiaa | Stillwater | OK | 01/2019 | 01/2024 |
| The Nature Conservancy | Oklahoma City | OK | 01/2018 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Missoula | MT | 03/2024 | 10/2025 |
| University Of Illinois Urbana-Champaign | Champaign | IL | 08/2020 | 12/2023 |
| Bank Of America, N.A | Missoula | MT | 04/2024 | 10/2025 |
| Slp Wealth | Frenchtown | MT | 11/2025 | Present |
Name of OBA: Sariah Tolsma; Address: Private Residence in Frenchtown, Montana; Investment Related: Yes; Position, Title, Association: Insurance Sales Start Date: 2014; Number of Hours: 0 hrs weekly; Number of Hours during trading: 0; Duties: Insurance sales. Not actively selling insurance products at this time. Name of OBA: Lagree MT; Address: Missoula, Montana; Investment Related: No; Position, Title, Association: Fitness Coach Employee; Start Date: 01-Oct-2024; Number of Hours: 3 hrs weekly; Number of Hours during trading: 0; Duties: teach fitness classes on the weekends at my current gym. Name of OBA: Poshmark; Address: Redwood City, CA, 94065; Investment Related: No; Position, Title, Association: Other, Employee; Start Date: 10/08/2024; No Hours: 1hr/Weekly; No Hours during trading: 0; Duties: Online Thrifting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-28 |
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