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555 South Mangum St Suite 100, Durham, NC 27701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-16 |
| TX | RA | APPROVED | 2024-05-16 |
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 |
|---|---|---|---|---|
| Slp Wealth | La Mesa | CA | 05/2024 | Present |
| Slp Wealth | La Mesa | CA | 01/2024 | 05/2024 |
| Student Loan Planner | La Mesa | CA | 11/2023 | Present |
| United Mortgage Lending Llc | La Mesa | CA | 01/2023 | Present |
| Prospect Financial Group Inc. | La Jolla | CA | 01/2021 | 10/2022 |
| Powell Banz Valuation, Llc | Salem | OR | 04/2018 | 11/2020 |
| Rtr Services | Salem | OR | 09/2017 | 11/2017 |
| Doctible | San Diego | CA | 06/2017 | 08/2017 |
| Rivercity Rock Star Academy | Salem | OR | 05/2016 | 06/2021 |
| Willamette University | Salem | OR | 08/2013 | 05/2017 |
Student Loan Planner not investment-related private residence in La Mesa, CA student loan consulting Student Loan Consultant 11/2023 3 hours per month all hours during trading I consult with student loan borrowers, analyze their situation, and recommend the best course of action as to how they save the most money possible related to their student loans. United Mortgage Lending LLC investment-related private residence in La Mesa, CA mortgage lending Mortgage Loan Officer 01/2023 2 hours per month all hours during trading I originate mortgage loans thereby helping people buy and refinance real estate. However, very minimal time spent, primarily only currently looking to work with past clients of mine who reach out to me directly. Not currently actively prospecting for new clients or new loans.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
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