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555 South Mangum St Suite 100, Durham, NC 27701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-02 |
| TX | 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 |
|---|---|---|---|---|
| Kendall Wealth Partners | Pacific Grove | CA | 08/2022 | 08/2023 |
| Wellspring Church | Pacific Grove | CA | 09/2020 | 12/2022 |
| St. Abraham's Classical Christian Academy | Aptos | CA | 08/2017 | 01/2022 |
| Middlebury Institute Of International Studies At Monterey | Monterey | CA | 09/2015 | 08/2017 |
| Northwestern University | Evanston | IL | 01/2022 | 12/2022 |
| Slp Wealth | Marina | CA | 11/2023 | Present |
| Susan L. Kendall, Cpa | Pacific Grove | CA | 08/2022 | 08/2023 |
| Student Loan Planner | Marina | CA | 09/2023 | Present |
Student Loan Planner not investment-related private residence in Marina, CA student loan consulting Student Loan Consultant 09/05/2023 6 hours per month 6 hours per month during trading Evaluate client's student loan files and personal data such as income, family size, and tax filing status to develop and deliver a plan for paying back student loans.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-27 |
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