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Samantha Lynn Heflin

Slp Wealth

Durham, NC

Atlanta, GA

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Current Employers
Slp Wealth

555 South Mangum St Suite 100, Durham, NC 27701 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-05-01
CA RA APPROVED 2025-07-07
TX RA APPROVED 2025-07-07
  • GA RA
    APPROVED
    Since 2026-05-01
  • CA RA
    APPROVED
    Since 2025-07-07
  • TX RA
    APPROVED
    Since 2025-07-07

Branch Locations

555 South Mangum St Suite 100, Durham, NC 27701 • United States

Atlanta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Apella Capital, Llc D/B/A Apella Wealth Glastonbury CT 07/2023 06/2025
Inspired Financial Huntington Beach CA 06/2021 06/2023
University Of Georgia Transportation Services Athens GA 10/2018 05/2021
Dominoes Athens GA 04/2020 09/2020
Unemployed Athens GA 08/2018 10/2018
Burlington Buford GA 12/2017 08/2018
Culvers Buford GA 11/2016 12/2017
Unemployed Athens GA 07/2013 11/2016
Slp Wealth Atlanta GA 06/2025 Present
  • 07/2023 → 06/2025
    Apella Capital, Llc D/B/A Apella Wealth
    Glastonbury, CT
  • 06/2021 → 06/2023
    Inspired Financial
    Huntington Beach, CA
  • 10/2018 → 05/2021
    University Of Georgia Transportation Services
    Athens, GA
  • 04/2020 → 09/2020
    Dominoes
    Athens, GA
  • 08/2018 → 10/2018
    Unemployed
    Athens, GA
  • 12/2017 → 08/2018
    Burlington
    Buford, GA
  • 11/2016 → 12/2017
    Culvers
    Buford, GA
  • 07/2013 → 11/2016
    Unemployed
    Athens, GA
  • 06/2025 → Present
    Slp Wealth
    Atlanta, GA
Previous Registrations
  • 2023-07-20 → 2025-06-11
    Apella Wealth
    Huntington Beach, CA
    West Hartford, CT
Designations

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
BRYANT & BRANNOCK, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CENTER PEAK FINANCIAL
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SCHARL ADVISORY SERVICES, INC.
EDWARD JONES

Other Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
NATHAN B. NEELY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI

Other Offices

STRATEGIC ADVISERS LLC · DURHAM, NC
BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC

More in Durham, NC

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