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555 South Mangum St Suite 100, Durham, NC 27701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2023-07-12 |
Branch Locations
555 South Mangum St Suite 100, Durham, NC 27701 • United States
Santa Cruz, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Slp Wealth | Scotts Valley | CA | 05/2023 | Present |
| Santa Clara Valley Water District | San Jose | CA | 02/2017 | 09/2023 |
| California Department Of Fish And Wildlife | Sacramento | CA | 05/2015 | 01/2018 |
| Student Loan Planner | Scotts Valley | CA | 05/2023 | Present |
SCOTTY MCDONALD PHOTOGRAPHY not investment-related private residence in Scotts Valley, CA photography Self Employed Photographer since 2001 8 hours per month 0 hours during trading Complete photographic projects for editorial and commercial clients. STUDENT LOAN PLANNER not investment-related private residence in Scotts Valley, CA student loan consultations Student Loan Consultant 05/2023 3 hours per month all hours during trading Advising individual student loan borrowers on their specific situations exclusively in regards to their student loans.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-08 |
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