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555 South Mangum St Suite 100, Durham, NC 27701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| PA | RA | APPROVED | 2024-01-02 |
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 |
|---|---|---|---|---|
| Massmutual | Pittsburgh | PA | 05/2016 | 02/2022 |
| Mml Investors Services | Pittsburgh | PA | 07/2017 | 02/2022 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2013 | 04/2017 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 02/2022 | 09/2022 |
| Axias Wealth Advisors, Llc | Pittsburgh | PA | 02/2022 | 09/2023 |
| Slp Wealth | Pittsburgh | PA | 10/2023 | Present |
| Student Loan Planner | Pittsburgh | PA | 08/2022 | Present |
STUDENT LOAN PLANNER not investment-related private residence in Pittsburgh, PA student loan consulting Student Loan Consultant August 2022 2 hours per month 2 hours during trading Consult with student loan borrowers who need advice on repayment and forgiveness strategies for their individual or household situation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-13 |
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