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555 South Mangum St Suite 100, Durham, NC 27701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-01 |
| VA | RA | APPROVED | 2023-05-01 |
Branch Locations
Newport News, VA • 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 |
|---|---|---|---|---|
| The Advisory Firm Of Katherine L. Brown, Llc | Newport News | VA | 06/2016 | 10/2018 |
| Fox & Company Wealth Management | Newport News | VA | 10/2018 | 01/2022 |
| Slp Wealth | Newport News | VA | 04/2023 | Present |
| Student Loan Planner | Newport News | VA | 02/2022 | Present |
| Slp Wealth | Newport News | VA | 09/2023 | 05/2025 |
STUDENT LOAN PLANNER not investment-related private residence in Newport News, VA student loan consulting Student Loan Consultant 2/4/2022 5 hours per month 5 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-03 |
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